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 | $50,435 | $58,275-13.5% | $81,844-38.4% | $80,935-37.7% |
| Participation rate | 26.0% | 63.5%-37.5pp | 72.4%-46.4pp | 67.7%-41.7pp |
| Annual return | 12.43% | 41.82%-29.4pp | 778.87%-766.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,201 | $2,346-48.8% | $2,916-58.8% | $2,757-56.4% |
| Participant deferral / active EE | $2,400 | $3,285-27.0% | $4,323-44.5% | $4,299-44.2% |
| Admin fee / account holder | $902 | $4,749-81.0% | $7,355-87.7% | $6,924-87.0% |