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 | $60,810 | $64,324-5.5% | $118,914-48.9% | $79,856-23.8% |
| Participation rate | 66.0% | 64.9%+1.1pp | 75.4%-9.4pp | 69.6%-3.7pp |
| Annual return | 12.71% | 86.45%-73.7pp | 35.89%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $848 | $1,836-53.8% | $3,264-74.0% | $2,471-65.7% |
| Participant deferral / active EE | $2,107 | $2,824-25.4% | $4,266-50.6% | $3,741-43.7% |
| Admin fee / account holder | $4,079 | $4,040+1.0% | $6,582-38.0% | $5,306-23.1% |