Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,293 | $29,670+89.7% | $56,054+0.4% | $80,911-30.4% |
| Participation rate | 54.1% | 41.7%+12.4pp | 52.5%+1.6pp | 67.6%-13.5pp |
| Annual return | 11.42% | 35.24%-23.8pp | 1705.95%-1694.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,456 | $670+266.6% | $1,039+136.3% | $2,756-10.9% |
| Participant deferral / active EE | $6,132 | $1,227+399.8% | $1,952+214.1% | $4,297+42.7% |
| Admin fee / account holder | $2,497 | $2,431+2.7% | $2,822-11.5% | $6,935-64.0% |