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 | $47,759 | $48,337-1.2% | $67,560-29.3% | $80,959-41.0% |
| Participation rate | 60.2% | 66.4%-6.2pp | 72.9%-12.7pp | 67.7%-7.5pp |
| Annual return | 13.07% | 18.26%-5.2pp | 3533.50%-3520.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $523 | $2,023-74.2% | $2,737-80.9% | $2,757-81.0% |
| Participant deferral / active EE | $3,096 | $2,928+5.7% | $4,004-22.7% | $4,300-28.0% |
| Admin fee / account holder | $2,235 | $3,695-39.5% | $3,994-44.0% | $6,925-67.7% |