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 | $52,235 | $89,364-41.5% | $141,173-63.0% | $72,986-28.4% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-7.9pp |
| Annual return | 26.98% | 111.86%-84.9pp | 71.40%-44.4pp | 81.01%-54.0pp |
| Employer contribution / active EE | $2,155 | $3,115-30.8% | $4,735-54.5% | $2,440-11.7% |
| Participant deferral / active EE | $3,529 | $5,419-34.9% | $6,710-47.4% | $3,607-2.2% |
| Admin fee / account holder | $948 | $5,959-84.1% | $10,262-90.8% | $5,124-81.5% |