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 | $63,260 | $56,200+12.6% | $67,653-6.5% | $59,633+6.1% |
| Participation rate | 41.2% | 71.5%-30.3pp | 75.7%-34.5pp | 68.7%-27.5pp |
| Annual return | 1.84% | 18506.71%-18504.9pp | 6625.22%-6623.4pp | 2041.40%-2039.6pp |
| Employer contribution / active EE | $969 | $1,615-40.0% | $2,266-57.2% | $2,203-56.0% |
| Participant deferral / active EE | $2,321 | $2,843-18.4% | $3,560-34.8% | $3,192-27.3% |
| Admin fee / account holder | $1,048 | $3,959-73.5% | $4,821-78.3% | $4,297-75.6% |