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 | $29,689 | $157,296-81.1% | $141,191-79.0% | $152,897-80.6% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 147.99% | 64.34%+83.7pp | 71.41%+76.6pp | 345.43%-197.4pp |
| Employer contribution / active EE | $1,211 | $5,262-77.0% | $4,736-74.4% | $4,764-74.6% |
| Participant deferral / active EE | $2,762 | $7,111-61.2% | $6,710-58.8% | $5,851-52.8% |
| Admin fee / account holder | $402 | $12,125-96.7% | $10,264-96.1% | $11,599-96.5% |