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 | $47,961 | $79,189-39.4% | $102,457-53.2% | $74,400-35.5% |
| Participation rate | 58.0% | 74.8%-16.8pp | 76.5%-18.5pp | 67.2%-9.2pp |
| Annual return | 11.30% | 54.98%-43.7pp | 29.41%-18.1pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $1,761 | $2,362-25.5% | $3,022-41.7% | $2,624-32.9% |
| Participant deferral / active EE | $3,082 | $4,415-30.2% | $5,054-39.0% | $4,348-29.1% |
| Admin fee / account holder | $3,574 | $2,002+78.5% | $9,451-62.2% | $1,944+83.9% |