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 | $31,457 | $165,399-81.0% | $149,745-79.0% | $158,982-80.2% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 25.95% | 348.34%-322.4pp | 276.72%-250.8pp | 302.99%-277.0pp |
| Employer contribution / active EE | $2,429 | $5,105-52.4% | $4,646-47.7% | $4,763-49.0% |
| Participant deferral / active EE | $3,443 | $7,183-52.1% | $6,843-49.7% | $5,983-42.5% |
| Admin fee / account holder | $600 | $10,811-94.5% | $9,312-93.6% | $11,252-94.7% |