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 | $46,516 | $78,707-40.9% | $117,861-60.5% | $70,126-33.7% |
| Participation rate | 49.3% | 73.2%-23.9pp | 79.7%-30.3pp | 69.5%-20.2pp |
| Annual return | 15.93% | 23.30%-7.4pp | 335.11%-319.2pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,107 | $2,223-50.2% | $3,786-70.8% | $2,343-52.7% |
| Participant deferral / active EE | $2,124 | $3,297-35.6% | $4,482-52.6% | $3,332-36.3% |
| Admin fee / account holder | $10,318 | $5,066+103.7% | $8,021+28.6% | $4,645+122.1% |