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 | $33,137 | $175,259-81.1% | $149,723-77.9% | $139,487-76.2% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 18.36% | 166.82%-148.5pp | 134.50%-116.1pp | 373.84%-355.5pp |
| Employer contribution / active EE | $1,618 | $5,478-70.5% | $4,821-66.4% | $4,755-66.0% |
| Participant deferral / active EE | $4,055 | $6,522-37.8% | $5,682-28.6% | $6,713-39.6% |
| Admin fee / account holder | $1,171 | $16,158-92.8% | $13,215-91.1% | $11,407-89.7% |