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 | $31,836 | $176,077-81.9% | $159,455-80.0% | $167,518-81.0% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 13.29% | 331.83%-318.5pp | 263.63%-250.3pp | 478.71%-465.4pp |
| Employer contribution / active EE | $1,247 | $5,298-76.5% | $4,830-74.2% | $4,838-74.2% |
| Participant deferral / active EE | $6,197 | $7,751-20.1% | $7,353-15.7% | $6,342-2.3% |
| Admin fee / account holder | $1,252 | $12,556-90.0% | $10,800-88.4% | $12,312-89.8% |