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 | $48,075 | $52,507-8.4% | $129,406-62.8% | $74,478-35.5% |
| Participation rate | 55.2% | 53.9%+1.3pp | 69.6%-14.4pp | 67.2%-12.0pp |
| Annual return | 15.06% | 15.64%-0.6pp | 9468.18%-9453.1pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $637 | $1,534-58.5% | $4,155-84.7% | $2,626-75.7% |
| Participant deferral / active EE | $3,654 | $2,801+30.5% | $4,167-12.3% | $4,350-16.0% |
| Admin fee / account holder | $521 | $2,639-80.3% | $7,689-93.2% | $1,946-73.2% |