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 | $44,025 | $95,383-53.8% | $185,837-76.3% | $85,856-48.7% |
| Participation rate | 43.5% | 68.8%-25.3pp | 81.7%-38.2pp | 69.3%-25.8pp |
| Annual return | 12.64% | 23.59%-10.9pp | 122.08%-109.4pp | 318.58%-305.9pp |
| Employer contribution / active EE | $523 | $3,313-84.2% | $5,168-89.9% | $2,565-79.6% |
| Participant deferral / active EE | $1,581 | $3,423-53.8% | $5,568-71.6% | $3,952-60.0% |
| Admin fee / account holder | $962 | $7,213-86.7% | $16,241-94.1% | $6,261-84.6% |