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 | $45,459 | $208,088-78.2% | $186,193-75.6% | $154,746-70.6% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 14.10% | 89.97%-75.9pp | 78.03%-63.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $557 | $4,340-87.2% | $3,918-85.8% | $4,379-87.3% |
| Participant deferral / active EE | $2,047 | $7,078-71.1% | $6,513-68.6% | $6,730-69.6% |
| Admin fee / account holder | $2,739 | $11,698-76.6% | $11,058-75.2% | $14,365-80.9% |