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 | $24,124 | $109,372-77.9% | $89,414-73.0% | $158,966-84.8% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.0%-29.5pp | 82.0%-43.5pp |
| Annual return | 5.65% | 345.55%-339.9pp | 245.50%-239.9pp | 302.95%-297.3pp |
| Employer contribution / active EE | $986 | $3,171-68.9% | $2,586-61.9% | $4,762-79.3% |
| Participant deferral / active EE | $2,580 | $4,598-43.9% | $3,890-33.7% | $5,983-56.9% |
| Admin fee / account holder | $566 | $6,156-90.8% | $4,883-88.4% | $11,250-95.0% |