Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,348 | $93,345-33.2% | $119,126-47.7% | $87,485-28.7% |
| Participation rate | 34.3% | 68.7%-34.5pp | 75.8%-41.5pp | 68.9%-34.6pp |
| Annual return | 15.71% | 19.08%-3.4pp | 282.11%-266.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,078 | $3,172-66.0% | $4,034-73.3% | $2,596-58.5% |
| Participant deferral / active EE | $2,409 | $4,099-41.2% | $5,318-54.7% | $4,274-43.6% |
| Admin fee / account holder | $391 | $8,039-95.1% | $10,693-96.3% | $7,775-95.0% |