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 | $39,453 | $65,555-39.8% | $86,216-54.2% | $75,173-47.5% |
| Participation rate | 25.5% | 60.5%-35.0pp | 69.0%-43.4pp | 67.2%-41.7pp |
| Annual return | 18.91% | 46.07%-27.2pp | 1169.42%-1150.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $754 | $1,553-51.4% | $2,382-68.3% | $2,671-71.8% |
| Participant deferral / active EE | $1,479 | $3,023-51.1% | $3,986-62.9% | $4,126-64.2% |
| Admin fee / account holder | $1,747 | $5,469-68.1% | $6,853-74.5% | $5,651-69.1% |