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 | $51,582 | $60,119-14.2% | $90,430-43.0% | $79,858-35.4% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 10.67% | 71.94%-61.3pp | 1293.73%-1283.1pp | 31.72%-21.0pp |
| Employer contribution / active EE | $219 | $2,068-89.4% | $3,262-93.3% | $2,471-91.1% |
| Participant deferral / active EE | $1,095 | $2,938-62.7% | $3,963-72.4% | $3,740-70.7% |
| Admin fee / account holder | $2,851 | $3,976-28.3% | $5,613-49.2% | $5,306-46.3% |