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 | $50,247 | $78,423-35.9% | $95,964-47.6% | $79,856-37.1% |
| Participation rate | 58.3% | 73.5%-15.2pp | 77.1%-18.8pp | 69.6%-11.3pp |
| Annual return | 12.62% | 19.37%-6.8pp | 91.64%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,166 | $1,945-40.1% | $2,541-54.1% | $2,471-52.8% |
| Participant deferral / active EE | $2,395 | $3,440-30.4% | $4,167-42.5% | $3,741-36.0% |
| Admin fee / account holder | $1,602 | $5,622-71.5% | $6,797-76.4% | $5,306-69.8% |