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 | $57,517 | $117,846-51.2% | $102,434-43.8% | $145,884-60.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 26.57% | 31.90%-5.3pp | 29.46%-2.9pp | 551.85%-525.3pp |
| Employer contribution / active EE | $1,231 | $3,615-66.0% | $3,023-59.3% | $4,662-73.6% |
| Participant deferral / active EE | $2,098 | $5,733-63.4% | $5,055-58.5% | $6,690-68.6% |
| Admin fee / account holder | $1,077 | $13,356-91.9% | $9,462-88.6% | $13,392-92.0% |