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 | $46,829 | $202,342-76.9% | $172,752-72.9% | $152,897-69.4% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.5%-60.2pp |
| Annual return | 22.69% | 1029.83%-1007.1pp | 802.97%-780.3pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,244 | $5,858-78.8% | $5,144-75.8% | $4,764-73.9% |
| Participant deferral / active EE | $2,111 | $5,948-64.5% | $5,198-59.4% | $5,851-63.9% |
| Admin fee / account holder | $862 | $17,111-95.0% | $13,955-93.8% | $11,599-92.6% |