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 | $43,099 | $124,175-65.3% | $108,405-60.2% | $167,553-74.3% |
| Participation rate | 42.9% | 82.3%-39.4pp | 80.1%-37.3pp | 82.1%-39.3pp |
| Annual return | 16.37% | 1380.13%-1363.8pp | 905.55%-889.2pp | 478.89%-462.5pp |
| Employer contribution / active EE | $594 | $4,188-85.8% | $3,559-83.3% | $4,840-87.7% |
| Participant deferral / active EE | $4,195 | $6,908-39.3% | $6,563-36.1% | $6,343-33.9% |
| Admin fee / account holder | $359 | $9,457-96.2% | $7,297-95.1% | $12,316-97.1% |