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 | $59,456 | $29,716+100.1% | $56,077+6.0% | $80,925-26.5% |
| Participation rate | 40.2% | 41.7%-1.5pp | 52.5%-12.3pp | 67.7%-27.4pp |
| Annual return | 12.41% | 35.30%-22.9pp | 1709.28%-1696.9pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,113 | $671+65.8% | $1,040+6.9% | $2,756-59.6% |
| Participant deferral / active EE | $1,843 | $1,228+50.1% | $1,954-5.7% | $4,299-57.1% |
| Admin fee / account holder | $5,242 | $2,432+115.6% | $2,825+85.6% | $6,940-24.5% |