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 | $54,503 | $162,821-66.5% | $133,978-59.3% | $158,982-65.7% |
| Participation rate | 47.8% | 83.2%-35.4pp | 79.8%-32.0pp | 82.0%-34.1pp |
| Annual return | 18.44% | 41.95%-23.5pp | 45.10%-26.7pp | 302.99%-284.6pp |
| Employer contribution / active EE | $1,452 | $4,976-70.8% | $3,919-62.9% | $4,763-69.5% |
| Participant deferral / active EE | $1,846 | $5,910-68.8% | $5,047-63.4% | $5,983-69.1% |
| Admin fee / account holder | $8,847 | $11,742-24.7% | $8,930-0.9% | $11,252-21.4% |