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 | $43,485 | $63,346-31.4% | $92,240-52.9% | $70,126-38.0% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 25.69% | 530.19%-504.5pp | 176.29%-150.6pp | 73.15%-47.5pp |
| Employer contribution / active EE | $736 | $2,471-70.2% | $3,680-80.0% | $2,343-68.6% |
| Participant deferral / active EE | $4,411 | $2,854+54.6% | $3,897+13.2% | $3,332+32.4% |
| Admin fee / account holder | $564 | $3,841-85.3% | $5,194-89.1% | $4,645-87.9% |