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 | $53,903 | $106,247-49.3% | $96,515-44.2% | $139,466-61.4% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 20.65% | 38.47%-17.8pp | 35.73%-15.1pp | 373.66%-353.0pp |
| Employer contribution / active EE | $1,028 | $4,106-75.0% | $3,740-72.5% | $4,754-78.4% |
| Participant deferral / active EE | $2,968 | $5,456-45.6% | $4,880-39.2% | $6,712-55.8% |
| Admin fee / account holder | $1,094 | $7,885-86.1% | $6,735-83.8% | $11,409-90.4% |