Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,747 | $102,393-56.3% | $147,041-69.6% | $80,911-44.7% |
| Participation rate | 60.5% | 75.9%-15.3pp | 82.2%-21.6pp | 67.6%-7.1pp |
| Annual return | 14.56% | 134.95%-120.4pp | 419.21%-404.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,048 | $3,715-71.8% | $4,935-78.8% | $2,756-62.0% |
| Participant deferral / active EE | $3,454 | $6,647-48.0% | $8,071-57.2% | $4,297-19.6% |
| Admin fee / account holder | $3,852 | $7,943-51.5% | $13,006-70.4% | $6,935-44.5% |