Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,345 | $183,539-64.4% | $155,556-58.0% | $145,897-55.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 14.08% | 61.31%-47.2pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,443 | $5,315-54.0% | $4,675-47.7% | $4,663-47.6% |
| Participant deferral / active EE | $7,179 | $6,467+11.0% | $5,631+27.5% | $6,689+7.3% |
| Admin fee / account holder | $937 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |