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 | $61,846 | $95,406-35.2% | $185,849-66.7% | $85,847-28.0% |
| Participation rate | 52.8% | 68.8%-16.0pp | 81.7%-28.9pp | 69.3%-16.5pp |
| Annual return | 17.62% | 23.59%-6.0pp | 122.10%-104.5pp | 318.61%-301.0pp |
| Employer contribution / active EE | $1,943 | $3,314-41.4% | $5,169-62.4% | $2,565-24.3% |
| Participant deferral / active EE | $3,816 | $3,424+11.5% | $5,569-31.5% | $3,952-3.4% |
| Admin fee / account holder | $975 | $7,214-86.5% | $16,244-94.0% | $6,261-84.4% |