Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $49,414 | $74,661-33.8% | $160,784-69.3% | $67,986-27.3% |
| Participation rate | 48.7% | 57.1%-8.4pp | 77.0%-28.3pp | 57.2%-8.5pp |
| Annual return | 18.80% | 28.83%-10.0pp | 1803.92%-1785.1pp | 31.67%-12.9pp |
| Employer contribution / active EE | $1,741 | $1,829-4.8% | $3,733-53.4% | $2,019-13.8% |
| Participant deferral / active EE | $3,205 | $3,681-12.9% | $6,293-49.1% | $3,358-4.6% |
| Admin fee / account holder | $6,844 | $3,959+72.9% | $9,717-29.6% | $3,203+113.7% |