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 | $47,609 | $52,519-9.4% | $155,789-69.4% | $59,633-20.2% |
| Participation rate | 27.0% | 61.7%-34.7pp | 76.1%-49.1pp | 68.7%-41.7pp |
| Annual return | 0.57% | 53.51%-52.9pp | 71.54%-71.0pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $773 | $1,589-51.3% | $3,839-79.9% | $2,203-64.9% |
| Participant deferral / active EE | $1,601 | $3,084-48.1% | $4,798-66.6% | $3,192-49.8% |
| Admin fee / account holder | $351 | $3,540-90.1% | $7,477-95.3% | $4,297-91.8% |