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 | $44,849 | $79,223-43.4% | $102,460-56.2% | $74,478-39.8% |
| Participation rate | 69.9% | 74.8%-4.8pp | 76.5%-6.6pp | 67.2%+2.7pp |
| Annual return | 17.24% | 54.98%-37.7pp | 29.47%-12.2pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $2,126 | $2,363-10.0% | $3,025-29.7% | $2,626-19.1% |
| Participant deferral / active EE | $4,280 | $4,417-3.1% | $5,056-15.4% | $4,350-1.6% |
| Admin fee / account holder | $5,784 | $2,003+188.7% | $9,460-38.9% | $1,946+197.2% |