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 | $47,846 | $85,171-43.8% | $172,753-72.3% | $72,976-34.4% |
| Participation rate | 56.8% | 70.1%-13.2pp | 82.6%-25.8pp | 69.5%-12.7pp |
| Annual return | 27.13% | 27.32%-0.2pp | 803.00%-775.9pp | 81.02%-53.9pp |
| Employer contribution / active EE | $1,665 | $3,324-49.9% | $5,144-67.6% | $2,440-31.8% |
| Participant deferral / active EE | $3,265 | $3,260+0.1% | $5,198-37.2% | $3,608-9.5% |
| Admin fee / account holder | $572 | $5,880-90.3% | $13,956-95.9% | $5,124-88.8% |