Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,645 | $65,555-24.3% | $86,216-42.4% | $75,173-34.0% |
| Participation rate | 40.7% | 60.5%-19.7pp | 69.0%-28.2pp | 67.2%-26.5pp |
| Annual return | 16.34% | 46.07%-29.7pp | 1169.42%-1153.1pp | 160.72%-144.4pp |
| Employer contribution / active EE | $812 | $1,553-47.7% | $2,382-65.9% | $2,671-69.6% |
| Participant deferral / active EE | $3,101 | $3,023+2.6% | $3,986-22.2% | $4,126-24.8% |
| Admin fee / account holder | $1,052 | $5,469-80.8% | $6,853-84.7% | $5,651-81.4% |