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 | $38,897 | $102,382-62.0% | $147,005-73.5% | $80,874-51.9% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.2%-24.4pp | 67.6%-9.9pp |
| Annual return | 13.10% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,912 | $3,715-48.5% | $4,934-61.3% | $2,756-30.6% |
| Participant deferral / active EE | $3,952 | $6,646-40.5% | $8,070-51.0% | $4,297-8.0% |
| Admin fee / account holder | $3,587 | $7,942-54.8% | $13,006-72.4% | $6,935-48.3% |