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 | $38,691 | $90,607-57.3% | $79,467-51.3% | $135,380-71.4% |
| Participation rate | 43.8% | 76.0%-32.3pp | 73.3%-29.6pp | 82.6%-38.9pp |
| Annual return | 12.75% | 977.74%-965.0pp | 718.30%-705.6pp | 519.81%-507.1pp |
| Employer contribution / active EE | $1,030 | $3,068-66.4% | $2,800-63.2% | $4,779-78.4% |
| Participant deferral / active EE | $2,401 | $4,050-40.7% | $3,704-35.2% | $5,609-57.2% |
| Admin fee / account holder | $3,651 | $5,895-38.1% | $5,104-28.5% | $10,828-66.3% |