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 | $33,174 | $160,040-79.3% | $147,096-77.4% | $145,877-77.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 28.59% | 98.49%-69.9pp | 419.75%-391.2pp | 551.28%-522.7pp |
| Employer contribution / active EE | $1,995 | $5,289-62.3% | $4,936-59.6% | $4,663-57.2% |
| Participant deferral / active EE | $3,203 | $8,429-62.0% | $8,071-60.3% | $6,691-52.1% |
| Admin fee / account holder | $2,103 | $15,050-86.0% | $13,005-83.8% | $13,402-84.3% |