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 | $52,225 | $78,670-33.6% | $109,173-52.2% | $85,847-39.2% |
| Participation rate | 61.1% | 68.3%-7.2pp | 75.9%-14.8pp | 69.3%-8.2pp |
| Annual return | 18.41% | 25.09%-6.7pp | 25.75%-7.3pp | 318.61%-300.2pp |
| Employer contribution / active EE | $2,241 | $2,734-18.0% | $3,723-39.8% | $2,565-12.6% |
| Participant deferral / active EE | $6,477 | $3,467+86.8% | $4,654+39.2% | $3,952+63.9% |
| Admin fee / account holder | $3,591 | $5,469-34.3% | $6,755-46.8% | $6,261-42.6% |