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 | $93,519 | $112,121-16.6% | $95,960-2.5% | $158,966-41.2% |
| Participation rate | 58.8% | 79.0%-20.2pp | 77.1%-18.3pp | 82.0%-23.1pp |
| Annual return | 14.67% | 171.16%-156.5pp | 91.63%-77.0pp | 302.95%-288.3pp |
| Employer contribution / active EE | $975 | $3,199-69.5% | $2,541-61.6% | $4,762-79.5% |
| Participant deferral / active EE | $1,600 | $4,784-66.6% | $4,167-61.6% | $5,983-73.3% |
| Admin fee / account holder | $544 | $10,135-94.6% | $6,797-92.0% | $11,250-95.2% |