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 | $33,428 | $70,121-52.3% | $63,803-47.6% | $138,895-75.9% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 13.56% | 946.48%-932.9pp | 543.72%-530.2pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,652 | $2,882-42.7% | $2,532-34.8% | $4,194-60.6% |
| Participant deferral / active EE | $1,525 | $4,535-66.4% | $3,843-60.3% | $6,396-76.2% |
| Admin fee / account holder | $2,270 | $6,738-66.3% | $5,196-56.3% | $12,562-81.9% |