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 | $50,484 | $59,006-14.4% | $97,197-48.1% | $74,429-32.2% |
| Participation rate | 36.2% | 63.7%-27.5pp | 72.7%-36.4pp | 67.2%-31.0pp |
| Annual return | 13.99% | 16.04%-2.1pp | 75.47%-61.5pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $765 | $1,894-59.6% | $2,723-71.9% | $2,625-70.9% |
| Participant deferral / active EE | $1,478 | $3,671-59.7% | $4,263-65.3% | $4,348-66.0% |
| Admin fee / account holder | $2,927 | $1,974+48.3% | $5,637-48.1% | $1,944+50.6% |