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 | $47,317 | $176,120-73.1% | $159,487-70.3% | $167,553-71.8% |
| Participation rate | 45.5% | 85.0%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 11.96% | 331.95%-320.0pp | 263.71%-251.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $1,125 | $5,299-78.8% | $4,831-76.7% | $4,840-76.8% |
| Participant deferral / active EE | $2,883 | $7,752-62.8% | $7,354-60.8% | $6,343-54.5% |
| Admin fee / account holder | $2,529 | $12,561-79.9% | $10,804-76.6% | $12,316-79.5% |