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 | $60,650 | $102,595-40.9% | $94,057-35.5% | $154,746-60.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 17.27% | 583.42%-566.1pp | 480.62%-463.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $528 | $3,147-83.2% | $2,933-82.0% | $4,379-87.9% |
| Participant deferral / active EE | $1,712 | $5,118-66.5% | $4,709-63.6% | $6,730-74.6% |
| Admin fee / account holder | $18,444 | $7,736+138.4% | $7,244+154.6% | $14,365+28.4% |