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 | $35,392 | $54,690-35.3% | $76,030-53.4% | $74,478-52.5% |
| Participation rate | 50.8% | 60.3%-9.5pp | 69.1%-18.2pp | 67.2%-16.4pp |
| Annual return | 16.67% | 31.92%-15.2pp | 361.54%-344.9pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $3,806 | $1,781+113.7% | $2,688+41.6% | $2,626+44.9% |
| Participant deferral / active EE | $1,937 | $3,070-36.9% | $4,257-54.5% | $4,350-55.5% |
| Admin fee / account holder | $8,435 | $2,240+276.6% | $6,421+31.4% | $1,946+333.5% |