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 | $55,340 | $101,618-45.5% | $93,063-40.5% | $137,256-59.7% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 13.28% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $497 | $2,707-81.6% | $2,476-79.9% | $4,156-88.0% |
| Participant deferral / active EE | $693 | $4,279-83.8% | $3,958-82.5% | $6,407-89.2% |
| Admin fee / account holder | $655 | $6,198-89.4% | $6,033-89.2% | $12,270-94.7% |