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 | $39,131 | $51,184-23.5% | $66,439-41.1% | $86,983-55.0% |
| Participation rate | 40.8% | 68.5%-27.7pp | 74.5%-33.7pp | 69.5%-28.7pp |
| Annual return | 14.32% | 17.07%-2.7pp | 757.66%-743.3pp | 25.83%-11.5pp |
| Employer contribution / active EE | $505 | $2,023-75.0% | $2,637-80.9% | $2,584-80.5% |
| Participant deferral / active EE | $1,790 | $2,927-38.8% | $3,876-53.8% | $4,194-57.3% |
| Admin fee / account holder | $3,197 | $4,154-23.0% | $6,173-48.2% | $7,856-59.3% |