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 | $56,850 | $85,171-33.3% | $172,752-67.1% | $72,975-22.1% |
| Participation rate | 41.2% | 70.1%-28.9pp | 82.6%-41.5pp | 69.5%-28.3pp |
| Annual return | 24.28% | 27.32%-3.0pp | 802.97%-778.7pp | 81.01%-56.7pp |
| Employer contribution / active EE | $2,249 | $3,324-32.3% | $5,144-56.3% | $2,440-7.8% |
| Participant deferral / active EE | $4,497 | $3,260+37.9% | $5,198-13.5% | $3,608+24.6% |
| Admin fee / account holder | $904 | $5,880-84.6% | $13,955-93.5% | $5,124-82.4% |