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 | $28,212 | $60,139-53.1% | $90,461-68.8% | $79,856-64.7% |
| Participation rate | 51.5% | 65.0%-13.4pp | 72.7%-21.1pp | 69.6%-18.1pp |
| Annual return | 10.89% | 71.96%-61.1pp | 1294.76%-1283.9pp | 31.71%-20.8pp |
| Employer contribution / active EE | $506 | $2,069-75.5% | $3,264-84.5% | $2,471-79.5% |
| Participant deferral / active EE | $2,027 | $2,939-31.0% | $3,964-48.9% | $3,741-45.8% |
| Admin fee / account holder | $5,524 | $3,978+38.8% | $5,617-1.7% | $5,306+4.1% |