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 | $50,255 | $80,781-37.8% | $102,437-50.9% | $74,478-32.5% |
| Participation rate | 50.9% | 65.7%-14.7pp | 74.5%-23.6pp | 67.2%-16.3pp |
| Annual return | 15.07% | 27.58%-12.5pp | 24.95%-9.9pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,582 | $3,160-49.9% | $3,871-59.1% | $2,626-39.7% |
| Participant deferral / active EE | $3,037 | $3,862-21.4% | $5,060-40.0% | $4,350-30.2% |
| Admin fee / account holder | $1,700 | $2,372-28.3% | $8,388-79.7% | $1,946-12.6% |