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 | $54,003 | $59,448-9.2% | $93,696-42.4% | $74,459-27.5% |
| Participation rate | 29.0% | 59.6%-30.7pp | 68.7%-39.8pp | 67.2%-38.3pp |
| Annual return | 12.17% | 82.11%-69.9pp | 133.74%-121.6pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $1,193 | $1,266-5.8% | $2,422-50.7% | $2,626-54.6% |
| Participant deferral / active EE | $2,327 | $3,052-23.7% | $4,417-47.3% | $4,350-46.5% |
| Admin fee / account holder | $7,177 | $3,027+137.1% | $8,287-13.4% | $1,945+269.0% |