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 | $45,499 | $114,013-60.1% | $103,693-56.1% | $155,188-70.7% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 18.38% | 49.31%-30.9pp | 47.61%-29.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $4,978 | $3,131+59.0% | $2,920+70.5% | $4,248+17.2% |
| Participant deferral / active EE | $9,830 | $4,970+97.8% | $4,579+114.7% | $6,531+50.5% |
| Admin fee / account holder | $1,732 | $8,407-79.4% | $7,858-78.0% | $14,480-88.0% |