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 | $46,730 | $129,737-64.0% | $119,126-60.8% | $154,746-69.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 13.52% | 379.08%-365.6pp | 282.11%-268.6pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,183 | $4,375-73.0% | $4,034-70.7% | $4,379-73.0% |
| Participant deferral / active EE | $2,962 | $5,842-49.3% | $5,318-44.3% | $6,730-56.0% |
| Admin fee / account holder | $1,188 | $11,961-90.1% | $10,693-88.9% | $14,365-91.7% |