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 | $55,809 | $64,705-13.7% | $62,929-11.3% | $67,986-17.9% |
| Participation rate | 51.7% | 65.6%-13.9pp | 73.1%-21.4pp | 57.2%-5.5pp |
| Annual return | 18.59% | 20.31%-1.7pp | 1063.93%-1045.3pp | 31.67%-13.1pp |
| Employer contribution / active EE | $2,092 | $2,376-12.0% | $2,505-16.5% | $2,019+3.6% |
| Participant deferral / active EE | $1,596 | $3,198-50.1% | $3,888-59.0% | $3,358-52.5% |
| Admin fee / account holder | $1,658 | $1,428+16.1% | $5,065-67.3% | $3,203-48.2% |