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 | $48,098 | $29,716+61.9% | $56,077-14.2% | $80,925-40.6% |
| Participation rate | 28.8% | 41.7%-12.9pp | 52.5%-23.7pp | 67.7%-38.9pp |
| Annual return | 13.33% | 35.30%-22.0pp | 1709.28%-1695.9pp | 35.65%-22.3pp |
| Employer contribution / active EE | $777 | $671+15.8% | $1,040-25.3% | $2,756-71.8% |
| Participant deferral / active EE | $1,734 | $1,228+41.2% | $1,954-11.2% | $4,299-59.7% |
| Admin fee / account holder | $4,461 | $2,432+83.4% | $2,825+57.9% | $6,940-35.7% |