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 | $51,871 | $99,994-48.1% | $146,643-64.6% | $85,847-39.6% |
| Participation rate | 57.5% | 73.1%-15.5pp | 80.1%-22.5pp | 69.3%-11.8pp |
| Annual return | 20.06% | 18.93%+1.1pp | 22.75%-2.7pp | 318.61%-298.6pp |
| Employer contribution / active EE | $1,931 | $2,559-24.5% | $4,137-53.3% | $2,565-24.7% |
| Participant deferral / active EE | $3,809 | $4,006-4.9% | $5,506-30.8% | $3,952-3.6% |
| Admin fee / account holder | $1,926 | $7,703-75.0% | $10,280-81.3% | $6,261-69.2% |