Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $61,049 | $183,627-66.8% | $155,602-60.8% | $145,978-58.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.91% | 61.32%-42.4pp | 64.81%-45.9pp | 550.52%-531.6pp |
| Employer contribution / active EE | $2,348 | $5,316-55.8% | $4,675-49.8% | $4,662-49.6% |
| Participant deferral / active EE | $14,980 | $6,466+131.7% | $5,629+166.1% | $6,690+123.9% |
| Admin fee / account holder | $441 | $19,327-97.7% | $15,923-97.2% | $13,400-96.7% |