Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $53,215 | $183,516-71.0% | $155,534-65.8% | $145,884-63.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.75% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,334 | $5,315-74.9% | $4,675-71.5% | $4,662-71.4% |
| Participant deferral / active EE | $4,492 | $6,467-30.5% | $5,630-20.2% | $6,690-32.9% |
| Admin fee / account holder | $5,866 | $19,293-69.6% | $15,900-63.1% | $13,392-56.2% |