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 | $48,934 | $55,470-11.8% | $155,556-68.5% | $74,478-34.3% |
| Participation rate | 36.6% | 61.9%-25.3pp | 78.2%-41.6pp | 67.2%-30.6pp |
| Annual return | 13.18% | 269.80%-256.6pp | 64.84%-51.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $369 | $2,267-83.7% | $4,675-92.1% | $2,626-85.9% |
| Participant deferral / active EE | $1,213 | $2,838-57.3% | $5,631-78.5% | $4,350-72.1% |
| Admin fee / account holder | $4,415 | $1,744+153.1% | $15,885-72.2% | $1,946+126.9% |