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 | $50,093 | $63,346-20.9% | $92,239-45.7% | $70,124-28.6% |
| Participation rate | 32.8% | 68.7%-35.9pp | 76.5%-43.7pp | 69.5%-36.7pp |
| Annual return | 18.66% | 530.19%-511.5pp | 176.29%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $649 | $2,471-73.7% | $3,680-82.4% | $2,342-72.3% |
| Participant deferral / active EE | $1,259 | $2,854-55.9% | $3,897-67.7% | $3,332-62.2% |
| Admin fee / account holder | $415 | $3,841-89.2% | $5,194-92.0% | $4,645-91.1% |