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 | $32,325 | $60,128-46.2% | $90,440-64.3% | $79,852-59.5% |
| Participation rate | 43.8% | 65.0%-21.2pp | 72.7%-28.9pp | 69.6%-25.9pp |
| Annual return | 13.41% | 71.95%-58.5pp | 1294.38%-1281.0pp | 31.72%-18.3pp |
| Employer contribution / active EE | $997 | $2,068-51.8% | $3,263-69.5% | $2,471-59.7% |
| Participant deferral / active EE | $2,260 | $2,939-23.1% | $3,964-43.0% | $3,740-39.6% |
| Admin fee / account holder | $1,543 | $3,977-61.2% | $5,615-72.5% | $5,306-70.9% |