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 | $50,431 | $77,901-35.3% | $149,717-66.3% | $75,181-32.9% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 48.26% | 31.73%+16.5pp | 134.41%-86.1pp | 160.69%-112.4pp |
| Employer contribution / active EE | $1,223 | $3,137-61.0% | $4,820-74.6% | $2,671-54.2% |
| Participant deferral / active EE | $2,686 | $3,411-21.3% | $5,682-52.7% | $4,126-34.9% |
| Admin fee / account holder | $1,142 | $5,949-80.8% | $13,213-91.4% | $5,650-79.8% |