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 | $51,279 | $63,346-19.0% | $92,240-44.4% | $70,126-26.9% |
| Participation rate | 32.6% | 68.7%-36.1pp | 76.5%-43.9pp | 69.5%-37.0pp |
| Annual return | 21.95% | 530.19%-508.2pp | 176.29%-154.3pp | 73.15%-51.2pp |
| Employer contribution / active EE | $564 | $2,471-77.2% | $3,680-84.7% | $2,343-75.9% |
| Participant deferral / active EE | $1,547 | $2,854-45.8% | $3,897-60.3% | $3,332-53.6% |
| Admin fee / account holder | $3,469 | $3,841-9.7% | $5,194-33.2% | $4,645-25.3% |