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 | $55,472-7.9% | $155,567-67.1% | $74,546-31.4% |
| Participation rate | 59.3% | 61.9%-2.6pp | 78.2%-18.9pp | 67.2%-8.0pp |
| Annual return | 16.80% | 268.72%-251.9pp | 64.74%-47.9pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $762 | $2,269-66.4% | $4,674-83.7% | $2,624-71.0% |
| Participant deferral / active EE | $1,863 | $2,838-34.4% | $5,628-66.9% | $4,347-57.2% |
| Admin fee / account holder | $2,773 | $1,743+59.1% | $15,916-82.6% | $1,944+42.7% |