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 | $50,448 | $105,210-52.1% | $159,487-68.4% | $85,851-41.2% |
| Participation rate | 49.4% | 75.8%-26.4pp | 82.8%-33.5pp | 69.3%-20.0pp |
| Annual return | 18.66% | 45.08%-26.4pp | 263.71%-245.1pp | 318.63%-300.0pp |
| Employer contribution / active EE | $2,798 | $3,319-15.7% | $4,831-42.1% | $2,565+9.1% |
| Participant deferral / active EE | $3,820 | $5,946-35.7% | $7,354-48.0% | $3,952-3.3% |
| Admin fee / account holder | $2,654 | $6,934-61.7% | $10,804-75.4% | $6,261-57.6% |