Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,309 | $115,814-56.6% | $101,275-50.3% | $158,982-68.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 11.50% | 56.16%-44.7pp | 46.48%-35.0pp | 302.99%-291.5pp |
| Employer contribution / active EE | $1,731 | $4,176-58.5% | $3,660-52.7% | $4,763-63.7% |
| Participant deferral / active EE | $3,173 | $4,958-36.0% | $4,371-27.4% | $5,983-47.0% |
| Admin fee / account holder | $2,088 | $7,249-71.2% | $5,948-64.9% | $11,252-81.4% |