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 | $51,108 | $103,387-50.6% | $87,102-41.3% | $152,885-66.6% |
| Participation rate | 43.8% | 79.4%-35.6pp | 76.9%-33.1pp | 82.5%-38.7pp |
| Annual return | 22.16% | 28.10%-5.9pp | 28.19%-6.0pp | 345.39%-323.2pp |
| Employer contribution / active EE | $2,027 | $3,221-37.1% | $2,521-19.6% | $4,763-57.4% |
| Participant deferral / active EE | $2,330 | $4,778-51.2% | $4,048-42.4% | $5,851-60.2% |
| Admin fee / account holder | $810 | $12,193-93.4% | $7,491-89.2% | $11,598-93.0% |