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 | $53,320 | $55,472-3.9% | $155,567-65.7% | $74,546-28.5% |
| Participation rate | 38.4% | 61.9%-23.5pp | 78.2%-39.8pp | 67.2%-28.8pp |
| Annual return | 11.91% | 268.72%-256.8pp | 64.74%-52.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,040 | $2,269-54.2% | $4,674-77.8% | $2,624-60.4% |
| Participant deferral / active EE | $2,116 | $2,838-25.4% | $5,628-62.4% | $4,347-51.3% |
| Admin fee / account holder | $3,908 | $1,743+124.3% | $15,916-75.4% | $1,944+101.1% |