Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,905 | $56,431-0.9% | $130,788-57.3% | $87,485-36.1% |
| Participation rate | 54.0% | 58.9%-5.0pp | 70.1%-16.1pp | 68.9%-15.0pp |
| Annual return | 19.98% | 91.27%-71.3pp | 386.44%-366.5pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,412 | $1,549-8.8% | $3,558-60.3% | $2,596-45.6% |
| Participant deferral / active EE | $2,806 | $2,749+2.1% | $4,137-32.2% | $4,274-34.3% |
| Admin fee / account holder | $1,171 | $4,433-73.6% | $6,673-82.5% | $7,775-84.9% |