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 | $55,554 | $152,612-63.6% | $125,192-55.6% | $152,897-63.7% |
| Participation rate | 41.7% | 83.3%-41.7pp | 79.8%-38.1pp | 82.5%-40.8pp |
| Annual return | 27.09% | 54.85%-27.8pp | 43.79%-16.7pp | 345.43%-318.3pp |
| Employer contribution / active EE | $1,124 | $4,947-77.3% | $3,866-70.9% | $4,764-76.4% |
| Participant deferral / active EE | $4,824 | $5,868-17.8% | $4,937-2.3% | $5,851-17.6% |
| Admin fee / account holder | $510 | $13,437-96.2% | $9,704-94.7% | $11,599-95.6% |