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 | $34,752 | $226,135-84.6% | $182,558-81.0% | $152,909-77.3% |
| Participation rate | 59.1% | 82.5%-23.4pp | 78.0%-18.9pp | 82.5%-23.4pp |
| Annual return | 15.59% | 192.60%-177.0pp | 148.59%-133.0pp | 345.46%-329.9pp |
| Employer contribution / active EE | $818 | $4,979-83.6% | $4,076-79.9% | $4,764-82.8% |
| Participant deferral / active EE | $2,112 | $6,371-66.9% | $5,526-61.8% | $5,851-63.9% |
| Admin fee / account holder | $1,714 | $10,707-84.0% | $8,594-80.1% | $11,601-85.2% |