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 | $53,255 | $81,208-34.4% | $98,916-46.2% | $79,858-33.3% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 13.92% | 60.99%-47.1pp | 196.45%-182.5pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,192 | $1,960-39.2% | $2,689-55.7% | $2,471-51.7% |
| Participant deferral / active EE | $1,881 | $3,265-42.4% | $4,245-55.7% | $3,740-49.7% |
| Admin fee / account holder | $316 | $6,013-94.7% | $6,642-95.2% | $5,306-94.0% |