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 | $59,409 | $60,139-1.2% | $90,461-34.3% | $79,856-25.6% |
| Participation rate | 45.9% | 65.0%-19.1pp | 72.7%-26.8pp | 69.6%-23.7pp |
| Annual return | 12.72% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $846 | $2,069-59.1% | $3,264-74.1% | $2,471-65.8% |
| Participant deferral / active EE | $1,703 | $2,939-42.1% | $3,964-57.1% | $3,741-54.5% |
| Admin fee / account holder | $1,903 | $3,978-52.2% | $5,617-66.1% | $5,306-64.1% |