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 | $52,833 | $58,258-9.3% | $81,820-35.4% | $80,925-34.7% |
| Participation rate | 48.1% | 63.5%-15.3pp | 72.4%-24.2pp | 67.7%-19.5pp |
| Annual return | 17.25% | 41.76%-24.5pp | 777.93%-760.7pp | 35.65%-18.4pp |
| Employer contribution / active EE | $1,680 | $2,345-28.4% | $2,915-42.4% | $2,756-39.0% |
| Participant deferral / active EE | $4,004 | $3,284+21.9% | $4,323-7.4% | $4,299-6.9% |
| Admin fee / account holder | $1,681 | $4,976-66.2% | $7,391-77.3% | $6,940-75.8% |