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 | $16,112 | $58,241-72.3% | $81,780-80.3% | $80,911-80.1% |
| Participation rate | 65.3% | 63.4%+1.8pp | 72.4%-7.1pp | 67.6%-2.4pp |
| Annual return | 38.89% | 41.73%-2.8pp | 776.27%-737.4pp | 35.63%+3.3pp |
| Employer contribution / active EE | $984 | $2,343-58.0% | $2,914-66.2% | $2,756-64.3% |
| Participant deferral / active EE | $1,110 | $3,283-66.2% | $4,321-74.3% | $4,297-74.2% |
| Admin fee / account holder | $452 | $4,973-90.9% | $7,384-93.9% | $6,935-93.5% |