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 | $57,797 | $138,076-58.1% | $123,553-53.2% | $135,380-57.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 3.93% | 153.70%-149.8pp | 119.21%-115.3pp | 519.81%-515.9pp |
| Employer contribution / active EE | $1,722 | $5,152-66.6% | $4,628-62.8% | $4,779-64.0% |
| Participant deferral / active EE | $4,058 | $6,800-40.3% | $6,426-36.8% | $5,609-27.7% |
| Admin fee / account holder | $1,379 | $10,917-87.4% | $9,284-85.1% | $10,828-87.3% |