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 | $53,296 | $118,708-55.1% | $98,920-46.1% | $158,966-66.5% |
| Participation rate | 57.9% | 77.8%-19.9pp | 76.0%-18.1pp | 82.0%-24.1pp |
| Annual return | 15.23% | 372.49%-357.3pp | 196.47%-181.2pp | 302.95%-287.7pp |
| Employer contribution / active EE | $1,373 | $3,334-58.8% | $2,689-49.0% | $4,762-71.2% |
| Participant deferral / active EE | $4,088 | $5,089-19.7% | $4,245-3.7% | $5,983-31.7% |
| Admin fee / account holder | $782 | $10,134-92.3% | $6,643-88.2% | $11,250-93.1% |