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 | $53,592 | $48,011+11.6% | $63,803-16.0% | $82,637-35.1% |
| Participation rate | 47.1% | 66.6%-19.5pp | 72.7%-25.6pp | 68.1%-21.0pp |
| Annual return | 14.46% | 19.84%-5.4pp | 543.72%-529.3pp | 53.51%-39.0pp |
| Employer contribution / active EE | $515 | $1,904-72.9% | $2,532-79.7% | $2,552-79.8% |
| Participant deferral / active EE | $2,321 | $2,846-18.4% | $3,843-39.6% | $4,126-43.7% |
| Admin fee / account holder | $672 | $3,873-82.6% | $5,196-87.1% | $7,339-90.8% |