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 | $50,564 | $55,437-8.8% | $155,534-67.5% | $74,459-32.1% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.7pp | 67.2%-10.7pp |
| Annual return | 13.34% | 269.58%-256.2pp | 64.92%-51.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $692 | $2,266-69.4% | $4,675-85.2% | $2,626-73.6% |
| Participant deferral / active EE | $2,641 | $2,837-6.9% | $5,630-53.1% | $4,350-39.3% |
| Admin fee / account holder | $2,523 | $1,742+44.8% | $15,900-84.1% | $1,945+29.7% |