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 | $52,519 | $67,823-22.6% | $52,425+0.2% | $137,256-61.7% |
| Participation rate | 13.0% | 63.9%-50.9pp | 55.6%-42.6pp | 80.0%-66.9pp |
| Annual return | 7.43% | 219.11%-211.7pp | 302.12%-294.7pp | 220.34%-212.9pp |
| Employer contribution / active EE | $452 | $1,163-61.2% | $914-50.6% | $4,156-89.1% |
| Participant deferral / active EE | $1,669 | $2,288-27.0% | $1,790-6.8% | $6,407-73.9% |
| Admin fee / account holder | $583 | $2,844-79.5% | $2,495-76.6% | $12,270-95.3% |