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 | $29,091 | $80,753-64.0% | $136,297-78.7% | $62,293-53.3% |
| Participation rate | 36.8% | 73.5%-36.7pp | 81.9%-45.1pp | 69.5%-32.7pp |
| Annual return | 24.92% | 35.83%-10.9pp | 5156.16%-5131.2pp | 28.90%-4.0pp |
| Employer contribution / active EE | $1,785 | $2,884-38.1% | $4,696-62.0% | $2,042-12.6% |
| Participant deferral / active EE | $3,095 | $5,164-40.1% | $6,247-50.5% | $3,169-2.3% |
| Admin fee / account holder | $3,178 | $525+504.9% | $9,244-65.6% | $479+563.1% |