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 | $55,087 | $103,000-46.5% | $90,300-39.0% | $152,885-64.0% |
| Participation rate | 42.1% | 75.9%-33.8pp | 73.3%-31.2pp | 82.5%-40.3pp |
| Annual return | 20.00% | 95.19%-75.2pp | 78.11%-58.1pp | 345.39%-325.4pp |
| Employer contribution / active EE | $1,072 | $3,138-65.8% | $2,854-62.4% | $4,763-77.5% |
| Participant deferral / active EE | $3,707 | $4,281-13.4% | $3,884-4.6% | $5,851-36.6% |
| Admin fee / account holder | $731 | $6,173-88.2% | $5,353-86.3% | $11,598-93.7% |