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 | $48,634 | $51,642-5.8% | $129,384-62.4% | $80,935-39.9% |
| Participation rate | 52.0% | 56.9%-4.9pp | 69.6%-17.6pp | 67.7%-15.7pp |
| Annual return | 11.30% | 20.78%-9.5pp | 9461.77%-9450.5pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,777 | $1,583+12.3% | $4,153-57.2% | $2,757-35.5% |
| Participant deferral / active EE | $4,121 | $2,670+54.4% | $4,166-1.1% | $4,299-4.1% |
| Admin fee / account holder | $11,094 | $4,312+157.3% | $7,686+44.3% | $6,924+60.2% |