Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,624 | $95,415-45.9% | $185,851-72.2% | $85,851-39.9% |
| Participation rate | 68.9% | 68.8%+0.1pp | 81.7%-12.8pp | 69.3%-0.4pp |
| Annual return | 15.18% | 23.59%-8.4pp | 122.11%-106.9pp | 318.63%-303.5pp |
| Employer contribution / active EE | $1,541 | $3,314-53.5% | $5,168-70.2% | $2,565-39.9% |
| Participant deferral / active EE | $3,080 | $3,424-10.0% | $5,569-44.7% | $3,952-22.1% |
| Admin fee / account holder | $766 | $7,215-89.4% | $16,245-95.3% | $6,261-87.8% |