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 | $54,585 | $70,666-22.8% | $169,385-67.8% | $75,181-27.4% |
| Participation rate | 40.7% | 64.8%-24.0pp | 77.2%-36.4pp | 67.2%-26.5pp |
| Annual return | 22.48% | 36.37%-13.9pp | 405.82%-383.3pp | 160.69%-138.2pp |
| Employer contribution / active EE | $1,183 | $2,210-46.5% | $4,012-70.5% | $2,671-55.7% |
| Participant deferral / active EE | $3,119 | $4,308-27.6% | $6,221-49.9% | $4,126-24.4% |
| Admin fee / account holder | $436 | $5,402-91.9% | $9,011-95.2% | $5,650-92.3% |