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 | $51,543 | $111,814-53.9% | $103,378-50.1% | $145,978-64.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 18.51% | 24.80%-6.3pp | 24.91%-6.4pp | 550.52%-532.0pp |
| Employer contribution / active EE | $2,258 | $4,215-46.4% | $3,870-41.7% | $4,662-51.6% |
| Participant deferral / active EE | $7,264 | $5,618+29.3% | $5,058+43.6% | $6,690+8.6% |
| Admin fee / account holder | $566 | $9,764-94.2% | $8,401-93.3% | $13,400-95.8% |