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 | $67,954 | $60,454+12.4% | $81,844-17.0% | $74,459-8.7% |
| Participation rate | 29.1% | 63.0%-33.8pp | 72.4%-43.3pp | 67.2%-38.1pp |
| Annual return | 16.50% | 16.87%-0.4pp | 778.87%-762.4pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $550 | $2,630-79.1% | $2,916-81.1% | $2,626-79.1% |
| Participant deferral / active EE | $1,478 | $3,398-56.5% | $4,323-65.8% | $4,350-66.0% |
| Admin fee / account holder | $2,419 | $1,490+62.3% | $7,355-67.1% | $1,945+24.4% |