Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,119 | $100,073-51.9% | $85,126-43.5% | $145,877-67.0% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 13.78% | 84.11%-70.3pp | 66.63%-52.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $757 | $3,236-76.6% | $2,731-72.3% | $4,663-83.8% |
| Participant deferral / active EE | $3,865 | $5,294-27.0% | $4,523-14.6% | $6,691-42.2% |
| Admin fee / account holder | $10,625 | $7,261+46.3% | $6,160+72.5% | $13,402-20.7% |