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 | $41,066 | $63,346-35.2% | $92,240-55.5% | $70,126-41.4% |
| Participation rate | 30.0% | 68.7%-38.7pp | 76.5%-46.5pp | 69.5%-39.5pp |
| Annual return | 23.04% | 530.19%-507.1pp | 176.29%-153.2pp | 73.15%-50.1pp |
| Employer contribution / active EE | $1,196 | $2,471-51.6% | $3,680-67.5% | $2,343-49.0% |
| Participant deferral / active EE | $2,280 | $2,854-20.1% | $3,897-41.5% | $3,332-31.6% |
| Admin fee / account holder | $721 | $3,841-81.2% | $5,194-86.1% | $4,645-84.5% |