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 | $42,614 | $28,624+48.9% | $53,647-20.6% | $82,637-48.4% |
| Participation rate | 41.9% | 47.3%-5.4pp | 56.3%-14.4pp | 68.1%-26.2pp |
| Annual return | 22.85% | 664.98%-642.1pp | 358.33%-335.5pp | 53.51%-30.7pp |
| Employer contribution / active EE | $691 | $637+8.5% | $962-28.2% | $2,552-72.9% |
| Participant deferral / active EE | $2,012 | $1,196+68.2% | $1,813+11.0% | $4,126-51.2% |
| Admin fee / account holder | $4,868 | $2,022+140.8% | $2,460+97.9% | $7,339-33.7% |