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 | $57,085 | $102,382-44.2% | $147,005-61.2% | $80,874-29.4% |
| Participation rate | 47.7% | 75.8%-28.1pp | 82.2%-34.4pp | 67.6%-19.9pp |
| Annual return | 16.51% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.1pp |
| Employer contribution / active EE | $4,059 | $3,715+9.3% | $4,934-17.7% | $2,756+47.3% |
| Participant deferral / active EE | $9,467 | $6,646+42.4% | $8,070+17.3% | $4,297+120.3% |
| Admin fee / account holder | $2,420 | $7,942-69.5% | $13,006-81.4% | $6,935-65.1% |