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 | $55,249 | $124,330-55.6% | $109,173-49.4% | $167,536-67.0% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 13.80% | 26.04%-12.2pp | 25.75%-12.0pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,152 | $4,209-72.6% | $3,723-69.1% | $4,839-76.2% |
| Participant deferral / active EE | $3,209 | $5,256-38.9% | $4,654-31.0% | $6,342-49.4% |
| Admin fee / account holder | $316 | $7,974-96.0% | $6,755-95.3% | $12,315-97.4% |