Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,452 | $148,629-61.3% | $135,982-57.8% | $139,487-58.8% |
| Participation rate | 61.9% | 83.9%-22.0pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 18.16% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $2,636 | $5,247-49.8% | $4,859-45.7% | $4,755-44.6% |
| Participant deferral / active EE | $7,471 | $8,102-7.8% | $7,760-3.7% | $6,713+11.3% |
| Admin fee / account holder | $6,834 | $12,406-44.9% | $10,767-36.5% | $11,407-40.1% |