Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,565 | $85,766-39.9% | $136,298-62.2% | $70,126-26.5% |
| Participation rate | 44.0% | 74.2%-30.1pp | 81.9%-37.9pp | 69.5%-25.5pp |
| Annual return | 14.45% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,090 | $2,966-63.2% | $4,696-76.8% | $2,343-53.5% |
| Participant deferral / active EE | $2,890 | $5,051-42.8% | $6,247-53.7% | $3,332-13.3% |
| Admin fee / account holder | $1,572 | $5,421-71.0% | $9,244-83.0% | $4,645-66.2% |