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 | $37,706 | $58,258-35.3% | $81,820-53.9% | $80,925-53.4% |
| Participation rate | 35.8% | 63.5%-27.6pp | 72.4%-36.6pp | 67.7%-31.8pp |
| Annual return | 13.48% | 41.76%-28.3pp | 777.93%-764.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $377 | $2,345-83.9% | $2,915-87.1% | $2,756-86.3% |
| Participant deferral / active EE | $1,460 | $3,284-55.5% | $4,323-66.2% | $4,299-66.0% |
| Admin fee / account holder | $1,997 | $4,976-59.9% | $7,391-73.0% | $6,940-71.2% |