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 | $56,322 | $77,638-27.5% | $156,551-64.0% | $62,881-10.4% |
| Participation rate | 55.9% | 71.2%-15.3pp | 84.0%-28.1pp | 69.3%-13.4pp |
| Annual return | 7.11% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $979 | $3,444-71.6% | $5,501-82.2% | $2,281-57.1% |
| Participant deferral / active EE | $2,299 | $3,046-24.5% | $4,871-52.8% | $3,203-28.2% |
| Admin fee / account holder | $369 | $5,561-93.4% | $13,028-97.2% | $4,296-91.4% |