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 | $62,239 | $118,877-47.6% | $96,570-35.6% | $167,536-62.9% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 10.47% | 50.50%-40.0pp | 37.79%-27.3pp | 478.82%-468.3pp |
| Employer contribution / active EE | $471 | $3,121-84.9% | $2,357-80.0% | $4,839-90.3% |
| Participant deferral / active EE | $1,473 | $4,617-68.1% | $3,849-61.7% | $6,342-76.8% |
| Admin fee / account holder | $2,893 | $8,069-64.1% | $6,182-53.2% | $12,315-76.5% |