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 | $43,069 | $176,838-75.6% | $146,685-70.6% | $167,518-74.3% |
| Participation rate | 53.3% | 83.6%-30.3pp | 80.1%-26.7pp | 82.1%-28.8pp |
| Annual return | 9.74% | 24.04%-14.3pp | 22.75%-13.0pp | 478.71%-469.0pp |
| Employer contribution / active EE | $1,376 | $5,161-73.3% | $4,137-66.7% | $4,838-71.6% |
| Participant deferral / active EE | $5,545 | $6,441-13.9% | $5,507+0.7% | $6,342-12.6% |
| Admin fee / account holder | $14,365 | $13,262+8.3% | $10,281+39.7% | $12,312+16.7% |