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 | $40,981 | $54,558-24.9% | $76,051-46.1% | $74,400-44.9% |
| Participation rate | 43.2% | 60.3%-17.1pp | 69.1%-25.8pp | 67.2%-24.0pp |
| Annual return | 17.05% | 31.83%-14.8pp | 360.42%-343.4pp | 1367.51%-1350.5pp |
| Employer contribution / active EE | $1,689 | $1,778-5.0% | $2,690-37.2% | $2,624-35.7% |
| Participant deferral / active EE | $3,373 | $3,065+10.1% | $4,257-20.8% | $4,348-22.4% |
| Admin fee / account holder | $6,315 | $2,232+182.9% | $6,416-1.6% | $1,944+224.9% |