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 | $56,634 | $61,125-7.3% | $94,057-39.8% | $87,485-35.3% |
| Participation rate | 53.3% | 64.1%-10.7pp | 73.3%-20.0pp | 68.9%-15.6pp |
| Annual return | 29.99% | 35.20%-5.2pp | 480.62%-450.6pp | 26.06%+3.9pp |
| Employer contribution / active EE | $1,065 | $2,136-50.2% | $2,933-63.7% | $2,596-59.0% |
| Participant deferral / active EE | $2,240 | $3,260-31.3% | $4,709-52.4% | $4,274-47.6% |
| Admin fee / account holder | $3,301 | $5,629-41.4% | $7,244-54.4% | $7,775-57.5% |