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 | $55,475 | $55,437+0.1% | $155,534-64.3% | $74,459-25.5% |
| Participation rate | 44.5% | 61.9%-17.4pp | 78.2%-33.7pp | 67.2%-22.7pp |
| Annual return | 13.07% | 269.58%-256.5pp | 64.92%-51.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,103 | $2,266-51.3% | $4,675-76.4% | $2,626-58.0% |
| Participant deferral / active EE | $2,532 | $2,837-10.8% | $5,630-55.0% | $4,350-41.8% |
| Admin fee / account holder | $2,966 | $1,742+70.2% | $15,900-81.3% | $1,945+52.5% |