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 | $48,038 | $100,203-52.1% | $85,240-43.6% | $145,897-67.1% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.7pp |
| Annual return | 12.90% | 84.28%-71.4pp | 66.75%-53.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,120 | $3,242+27.1% | $2,735+50.6% | $4,663-11.6% |
| Participant deferral / active EE | $2,579 | $5,299-51.3% | $4,527-43.0% | $6,689-61.5% |
| Admin fee / account holder | $7,713 | $7,265+6.2% | $6,165+25.1% | $13,390-42.4% |