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 | $62,804 | $30,423+106.4% | $56,025+12.1% | $74,478-15.7% |
| Participation rate | 16.9% | 32.9%-16.0pp | 52.5%-35.6pp | 67.2%-50.3pp |
| Annual return | 12.13% | 24.97%-12.8pp | 1712.69%-1700.6pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $392 | $610-35.8% | $1,042-62.4% | $2,626-85.1% |
| Participant deferral / active EE | $679 | $1,176-42.3% | $1,955-65.3% | $4,350-84.4% |
| Admin fee / account holder | $2,430 | $2,363+2.8% | $2,828-14.1% | $1,946+24.9% |