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 | $47,239 | $80,332-41.2% | $107,187-55.9% | $64,097-26.3% |
| Participation rate | 55.8% | 54.4%+1.4pp | 75.0%-19.2pp | 55.2%+0.6pp |
| Annual return | 21.58% | 24.26%-2.7pp | 204.55%-183.0pp | 34.64%-13.1pp |
| Employer contribution / active EE | $1,900 | $2,501-24.0% | $3,782-49.8% | $1,891+0.5% |
| Participant deferral / active EE | $3,592 | $3,109+15.5% | $5,096-29.5% | $3,080+16.6% |
| Admin fee / account holder | $11,532 | $4,314+167.3% | $9,162+25.9% | $3,454+233.8% |