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 | $54,757 | $183,516-70.2% | $155,534-64.8% | $145,884-62.5% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | 13.72% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,141 | $5,315-78.5% | $4,675-75.6% | $4,662-75.5% |
| Participant deferral / active EE | $2,565 | $6,467-60.3% | $5,630-54.4% | $6,690-61.7% |
| Admin fee / account holder | $645 | $19,293-96.7% | $15,900-95.9% | $13,392-95.2% |