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 | $38,378 | $70,121-45.3% | $63,803-39.8% | $138,895-72.4% |
| Participation rate | 60.9% | 77.2%-16.3pp | 72.7%-11.8pp | 79.9%-19.0pp |
| Annual return | 16.24% | 946.48%-930.2pp | 543.72%-527.5pp | 145.39%-129.2pp |
| Employer contribution / active EE | $755 | $2,882-73.8% | $2,532-70.2% | $4,194-82.0% |
| Participant deferral / active EE | $1,214 | $4,535-73.2% | $3,843-68.4% | $6,396-81.0% |
| Admin fee / account holder | $1,834 | $6,738-72.8% | $5,196-64.7% | $12,562-85.4% |