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 | $52,447 | $100,911-48.0% | $90,440-42.0% | $158,966-67.0% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 18.03% | 1726.62%-1708.6pp | 1294.38%-1276.4pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,199 | $3,690-67.5% | $3,263-63.3% | $4,762-74.8% |
| Participant deferral / active EE | $1,687 | $4,348-61.2% | $3,964-57.4% | $5,983-71.8% |
| Admin fee / account holder | $1,998 | $6,507-69.3% | $5,615-64.4% | $11,250-82.2% |