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 | $47,608 | $114,119-58.3% | $107,187-55.6% | $138,895-65.7% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 79.9%-16.8pp |
| Annual return | 12.47% | 273.21%-260.7pp | 204.55%-192.1pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,508 | $4,059-62.8% | $3,782-60.1% | $4,194-64.0% |
| Participant deferral / active EE | $3,806 | $5,538-31.3% | $5,096-25.3% | $6,396-40.5% |
| Admin fee / account holder | $9,962 | $10,024-0.6% | $9,162+8.7% | $12,562-20.7% |