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 | $51,105 | $55,437-7.8% | $155,534-67.1% | $74,459-31.4% |
| Participation rate | 59.3% | 61.9%-2.6pp | 78.2%-19.0pp | 67.2%-8.0pp |
| Annual return | 16.80% | 269.58%-252.8pp | 64.92%-48.1pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $762 | $2,266-66.4% | $4,675-83.7% | $2,626-71.0% |
| Participant deferral / active EE | $1,863 | $2,837-34.3% | $5,630-66.9% | $4,350-57.2% |
| Admin fee / account holder | $2,773 | $1,742+59.2% | $15,900-82.6% | $1,945+42.6% |