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 | $51,214 | $49,199+4.1% | $121,204-57.7% | $75,173-31.9% |
| Participation rate | 51.9% | 55.4%-3.6pp | 69.5%-17.7pp | 67.2%-15.4pp |
| Annual return | 16.02% | 56.04%-40.0pp | 987.18%-971.2pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,246 | $1,547-19.5% | $4,170-70.1% | $2,671-53.3% |
| Participant deferral / active EE | $2,494 | $2,630-5.2% | $4,083-38.9% | $4,126-39.6% |
| Admin fee / account holder | $1,599 | $3,946-59.5% | $5,651-71.7% | $5,651-71.7% |