Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,842 | $100,073-49.2% | $85,126-40.3% | $145,877-65.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 10.70% | 84.11%-73.4pp | 66.63%-55.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,061 | $3,236-36.3% | $2,731-24.6% | $4,663-55.8% |
| Participant deferral / active EE | $2,921 | $5,294-44.8% | $4,523-35.4% | $6,691-56.3% |
| Admin fee / account holder | $2,137 | $7,261-70.6% | $6,160-65.3% | $13,402-84.1% |