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 | $53,596 | $64,705-17.2% | $62,929-14.8% | $67,986-21.2% |
| Participation rate | 41.4% | 65.6%-24.2pp | 73.1%-31.7pp | 57.2%-15.8pp |
| Annual return | 12.15% | 20.31%-8.2pp | 1063.93%-1051.8pp | 31.67%-19.5pp |
| Employer contribution / active EE | $842 | $2,376-64.6% | $2,505-66.4% | $2,019-58.3% |
| Participant deferral / active EE | $1,838 | $3,198-42.5% | $3,888-52.7% | $3,358-45.3% |
| Admin fee / account holder | $6,446 | $1,428+351.4% | $5,065+27.3% | $3,203+101.3% |