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 | $39,363 | $50,637-22.3% | $86,582-54.5% | $62,293-36.8% |
| Participation rate | 62.9% | 67.9%-5.0pp | 73.5%-10.7pp | 69.5%-6.7pp |
| Annual return | 16.34% | 20.80%-4.5pp | 965.08%-948.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,793 | $2,075-13.6% | $2,839-36.9% | $2,042-12.2% |
| Participant deferral / active EE | $3,393 | $2,611+29.9% | $3,609-6.0% | $3,169+7.1% |
| Admin fee / account holder | $784 | $413+89.6% | $4,904-84.0% | $479+63.5% |