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 | $29,226 | $176,077-83.4% | $159,455-81.7% | $167,518-82.6% |
| Participation rate | 56.5% | 84.9%-28.4pp | 82.8%-26.3pp | 82.1%-25.6pp |
| Annual return | 12.54% | 331.83%-319.3pp | 263.63%-251.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $1,727 | $5,298-67.4% | $4,830-64.2% | $4,838-64.3% |
| Participant deferral / active EE | $3,415 | $7,751-55.9% | $7,353-53.6% | $6,342-46.2% |
| Admin fee / account holder | $1,833 | $12,556-85.4% | $10,800-83.0% | $12,312-85.1% |