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 | $29,008 | $63,346-54.2% | $92,240-68.6% | $70,126-58.6% |
| Participation rate | 53.3% | 68.7%-15.3pp | 76.5%-23.1pp | 69.5%-16.2pp |
| Annual return | 28.94% | 530.19%-501.3pp | 176.29%-147.4pp | 73.15%-44.2pp |
| Employer contribution / active EE | $1,772 | $2,471-28.3% | $3,680-51.8% | $2,343-24.4% |
| Participant deferral / active EE | $3,216 | $2,854+12.7% | $3,897-17.5% | $3,332-3.5% |
| Admin fee / account holder | $544 | $3,841-85.8% | $5,194-89.5% | $4,645-88.3% |