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 | $39,901 | $85,766-53.5% | $136,298-70.7% | $70,126-43.1% |
| Participation rate | 61.1% | 74.2%-13.0pp | 81.9%-20.8pp | 69.5%-8.4pp |
| Annual return | 19.08% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,774 | $2,966-6.5% | $4,696-40.9% | $2,343+18.4% |
| Participant deferral / active EE | $5,418 | $5,051+7.3% | $6,247-13.3% | $3,332+62.6% |
| Admin fee / account holder | $8,886 | $5,421+63.9% | $9,244-3.9% | $4,645+91.3% |