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 | $51,283 | $55,457-7.5% | $77,361-33.7% | $94,015-45.5% |
| Participation rate | 63.1% | 69.8%-6.7pp | 75.0%-11.9pp | 70.8%-7.7pp |
| Annual return | 10.46% | 15.57%-5.1pp | 1011.54%-1001.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $543 | $2,255-75.9% | $2,990-81.8% | $2,790-80.5% |
| Participant deferral / active EE | $2,087 | $3,069-32.0% | $3,911-46.6% | $4,249-50.9% |
| Admin fee / account holder | $4,417 | $4,334+1.9% | $5,894-25.1% | $8,951-50.7% |