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 | $52,022 | $102,422-49.2% | $147,117-64.6% | $80,959-35.7% |
| Participation rate | 60.4% | 75.9%-15.4pp | 82.2%-21.7pp | 67.7%-7.2pp |
| Annual return | 17.27% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,480 | $3,717-60.2% | $4,932-70.0% | $2,757-46.3% |
| Participant deferral / active EE | $3,981 | $6,652-40.2% | $8,065-50.6% | $4,300-7.4% |
| Admin fee / account holder | $2,816 | $7,953-64.6% | $12,993-78.3% | $6,925-59.3% |