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 | $47,224 | $162,136-70.9% | $152,301-69.0% | $154,746-69.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 19.32% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $4,914 | $4,890+0.5% | $4,624+6.3% | $4,379+12.2% |
| Participant deferral / active EE | $13,831 | $8,341+65.8% | $8,004+72.8% | $6,730+105.5% |
| Admin fee / account holder | $4,869 | $15,759-69.1% | $14,398-66.2% | $14,365-66.1% |