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 | $54,897 | $85,171-35.5% | $172,752-68.2% | $72,975-24.8% |
| Participation rate | 55.2% | 70.1%-14.9pp | 82.6%-27.5pp | 69.5%-14.3pp |
| Annual return | 21.89% | 27.32%-5.4pp | 802.97%-781.1pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,151 | $3,324-65.4% | $5,144-77.6% | $2,440-52.8% |
| Participant deferral / active EE | $2,261 | $3,260-30.6% | $5,198-56.5% | $3,608-37.3% |
| Admin fee / account holder | $3,131 | $5,880-46.8% | $13,955-77.6% | $5,124-38.9% |