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 | $47,345 | $83,843-43.5% | $123,973-61.8% | $65,306-27.5% |
| Participation rate | 45.9% | 56.0%-10.1pp | 76.7%-30.8pp | 57.7%-11.8pp |
| Annual return | 13.41% | 19.87%-6.5pp | 388.13%-374.7pp | 21.94%-8.5pp |
| Employer contribution / active EE | $1,231 | $2,873-57.2% | $4,126-70.2% | $1,967-37.4% |
| Participant deferral / active EE | $2,906 | $2,997-3.0% | $5,247-44.6% | $2,959-1.8% |
| Admin fee / account holder | $2,177 | $4,735-54.0% | $11,799-81.5% | $3,480-37.4% |