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 | $62,967 | $88,137-28.6% | $164,975-61.8% | $74,429-15.4% |
| Participation rate | 46.1% | 73.1%-27.0pp | 78.6%-32.5pp | 67.2%-21.1pp |
| Annual return | 17.38% | 17.13%+0.3pp | 70.12%-52.7pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $895 | $2,597-65.5% | $4,343-79.4% | $2,625-65.9% |
| Participant deferral / active EE | $2,391 | $4,501-46.9% | $6,033-60.4% | $4,348-45.0% |
| Admin fee / account holder | $4,977 | $2,231+123.0% | $12,688-60.8% | $1,944+156.0% |