Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $60,632 | $166,268-63.5% | $165,100-63.3% | $145,897-58.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.06% | 100.52%-91.5pp | 70.21%-61.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,444 | $5,284-72.7% | $4,348-66.8% | $4,663-69.0% |
| Participant deferral / active EE | $4,087 | $6,964-41.3% | $6,035-32.3% | $6,689-38.9% |
| Admin fee / account holder | $704 | $16,659-95.8% | $12,696-94.5% | $13,390-94.7% |