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 | $37,062 | $58,275-36.4% | $81,844-54.7% | $80,935-54.2% |
| Participation rate | 26.9% | 63.5%-36.5pp | 72.4%-45.5pp | 67.7%-40.7pp |
| Annual return | 11.98% | 41.82%-29.8pp | 778.87%-766.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $327 | $2,346-86.1% | $2,916-88.8% | $2,757-88.1% |
| Participant deferral / active EE | $1,428 | $3,285-56.5% | $4,323-67.0% | $4,299-66.8% |
| Admin fee / account holder | $4,410 | $4,749-7.1% | $7,355-40.0% | $6,924-36.3% |