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 | $47,543 | $110,410-56.9% | $102,437-53.6% | $145,897-67.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.68% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,159 | $4,217-72.5% | $3,871-70.0% | $4,663-75.1% |
| Participant deferral / active EE | $4,003 | $5,622-28.8% | $5,060-20.9% | $6,689-40.2% |
| Admin fee / account holder | $9,996 | $9,745+2.6% | $8,388+19.2% | $13,390-25.4% |