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 | $29,278 | $102,385-71.4% | $147,080-80.1% | $80,935-63.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 19.87% | 135.09%-115.2pp | 420.17%-400.3pp | 35.66%-15.8pp |
| Employer contribution / active EE | $1,271 | $3,717-65.8% | $4,933-74.2% | $2,757-53.9% |
| Participant deferral / active EE | $3,482 | $6,651-47.6% | $8,066-56.8% | $4,299-19.0% |
| Admin fee / account holder | $2,685 | $7,951-66.2% | $12,989-79.3% | $6,924-61.2% |