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 | $50,679 | $80,748-37.2% | $102,383-50.5% | $74,429-31.9% |
| Participation rate | 37.7% | 65.7%-28.0pp | 74.5%-36.8pp | 67.2%-29.6pp |
| Annual return | 24.30% | 27.57%-3.3pp | 24.94%-0.6pp | 1368.38%-1344.1pp |
| Employer contribution / active EE | $823 | $3,159-74.0% | $3,870-78.7% | $2,625-68.7% |
| Participant deferral / active EE | $2,480 | $3,861-35.8% | $5,060-51.0% | $4,348-43.0% |
| Admin fee / account holder | $3,646 | $2,371+53.8% | $8,391-56.5% | $1,944+87.5% |