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 | $29,733+61.8% | $56,025-14.1% | $80,959-40.6% |
| Participation rate | 28.8% | 41.7%-13.0pp | 52.5%-23.7pp | 67.7%-38.9pp |
| Annual return | 13.33% | 35.28%-22.0pp | 1712.69%-1699.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $777 | $672+15.7% | $1,042-25.4% | $2,757-71.8% |
| Participant deferral / active EE | $1,734 | $1,229+41.1% | $1,955-11.3% | $4,300-59.7% |
| Admin fee / account holder | $4,461 | $2,434+83.3% | $2,828+57.7% | $6,925-35.6% |