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 | $46,822 | $78,694-40.5% | $67,652-30.8% | $125,389-62.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | 2.15% | 9.46%-7.3pp | 6625.40%-6623.2pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,245 | $3,044-59.1% | $2,266-45.0% | $4,866-74.4% |
| Participant deferral / active EE | $7,023 | $4,292+63.6% | $3,560+97.3% | $5,352+31.2% |
| Admin fee / account holder | $3,678 | $7,403-50.3% | $4,821-23.7% | $9,541-61.5% |