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 | $32,447 | $47,479-31.7% | $62,929-48.4% | $82,448-60.6% |
| Participation rate | 52.2% | 66.9%-14.7pp | 73.1%-20.9pp | 68.1%-15.9pp |
| Annual return | 15.50% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,405 | $1,885-25.5% | $2,505-43.9% | $2,551-44.9% |
| Participant deferral / active EE | $3,538 | $2,870+23.2% | $3,888-9.0% | $4,139-14.5% |
| Admin fee / account holder | $1,230 | $3,804-67.7% | $5,065-75.7% | $7,234-83.0% |