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 | $25,097 | $85,171-70.5% | $172,753-85.5% | $72,976-65.6% |
| Participation rate | 63.6% | 70.1%-6.4pp | 82.6%-19.0pp | 69.5%-5.9pp |
| Annual return | 19.56% | 27.32%-7.8pp | 803.00%-783.4pp | 81.02%-61.5pp |
| Employer contribution / active EE | $1,520 | $3,324-54.3% | $5,144-70.4% | $2,440-37.7% |
| Participant deferral / active EE | $1,680 | $3,260-48.5% | $5,198-67.7% | $3,608-53.4% |
| Admin fee / account holder | $3,867 | $5,880-34.2% | $13,956-72.3% | $5,124-24.5% |