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 | $49,436 | $127,296-61.2% | $109,907-55.0% | $167,536-70.5% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.2%-20.9pp | 82.1%-28.8pp |
| Annual return | 11.52% | 22.97%-11.5pp | 29.46%-17.9pp | 478.82%-467.3pp |
| Employer contribution / active EE | $785 | $3,325-76.4% | $2,844-72.4% | $4,839-83.8% |
| Participant deferral / active EE | $3,422 | $4,513-24.2% | $4,047-15.4% | $6,342-46.0% |
| Admin fee / account holder | $707 | $7,119-90.1% | $6,069-88.4% | $12,315-94.3% |