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 | $40,153 | $56,197-28.5% | $67,652-40.6% | $59,633-32.7% |
| Participation rate | 44.7% | 71.5%-26.8pp | 75.7%-31.0pp | 68.7%-24.0pp |
| Annual return | 2.19% | 18508.10%-18505.9pp | 6625.40%-6623.2pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,387 | $1,615-14.1% | $2,266-38.8% | $2,203-37.0% |
| Participant deferral / active EE | $2,903 | $2,844+2.1% | $3,560-18.5% | $3,192-9.0% |
| Admin fee / account holder | $2,288 | $3,958-42.2% | $4,821-52.5% | $4,297-46.8% |