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 | $53,951 | $77,164-30.1% | $178,014-69.7% | $80,874-33.3% |
| Participation rate | 51.9% | 65.7%-13.9pp | 77.1%-25.2pp | 67.6%-15.8pp |
| Annual return | 10.95% | 18.09%-7.1pp | 294.80%-283.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,662 | $2,288-27.3% | $3,950-57.9% | $2,756-39.7% |
| Participant deferral / active EE | $3,907 | $4,408-11.4% | $6,276-37.7% | $4,297-9.1% |
| Admin fee / account holder | $4,451 | $7,164-37.9% | $10,362-57.0% | $6,935-35.8% |