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 | $61,196 | $289,211-78.8% | $260,467-76.5% | $198,609-69.2% |
| Participation rate | 64.7% | 83.1%-18.4pp | 80.5%-15.7pp | 82.4%-17.7pp |
| Annual return | 16.68% | 112.90%-96.2pp | 100.60%-83.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $923 | $4,663-80.2% | $4,239-78.2% | $5,055-81.7% |
| Participant deferral / active EE | $1,967 | $6,812-71.1% | $6,319-68.9% | $6,977-71.8% |
| Admin fee / account holder | $2,978 | $16,236-81.7% | $15,461-80.7% | $19,030-84.4% |