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 | $53,556 | $85,171-37.1% | $172,752-69.0% | $72,975-26.6% |
| Participation rate | 56.3% | 70.1%-13.7pp | 82.6%-26.3pp | 69.5%-13.2pp |
| Annual return | 16.81% | 27.32%-10.5pp | 802.97%-786.2pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,513 | $3,324-54.5% | $5,144-70.6% | $2,440-38.0% |
| Participant deferral / active EE | $3,312 | $3,260+1.6% | $5,198-36.3% | $3,608-8.2% |
| Admin fee / account holder | $1,356 | $5,880-76.9% | $13,955-90.3% | $5,124-73.5% |