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 | $79,697 | $102,385-22.2% | $147,080-45.8% | $80,935-1.5% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 13.56% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,065 | $3,717-44.5% | $4,933-58.1% | $2,757-25.1% |
| Participant deferral / active EE | $4,006 | $6,651-39.8% | $8,066-50.3% | $4,299-6.8% |
| Admin fee / account holder | $6,926 | $7,951-12.9% | $12,989-46.7% | $6,9240% |