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 | $32,120 | $98,776-67.5% | $149,745-78.6% | $79,856-59.8% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.5%-17.6pp | 69.6%-4.8pp |
| Annual return | 39.63% | 27.38%+12.3pp | 276.72%-237.1pp | 31.71%+7.9pp |
| Employer contribution / active EE | $2,025 | $3,217-37.1% | $4,646-56.4% | $2,471-18.1% |
| Participant deferral / active EE | $4,278 | $5,681-24.7% | $6,843-37.5% | $3,741+14.4% |
| Admin fee / account holder | $432 | $6,053-92.9% | $9,312-95.4% | $5,306-91.9% |