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 | $48,731 | $78,483-37.9% | $106,201-54.1% | $74,546-34.6% |
| Participation rate | 47.0% | 72.8%-25.8pp | 75.3%-28.3pp | 67.2%-20.2pp |
| Annual return | 16.76% | 15.94%+0.8pp | 116.26%-99.5pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $1,516 | $2,522-39.9% | $3,170-52.2% | $2,624-42.2% |
| Participant deferral / active EE | $3,721 | $4,320-13.9% | $5,012-25.8% | $4,347-14.4% |
| Admin fee / account holder | $3,470 | $2,236+55.2% | $11,039-68.6% | $1,944+78.5% |