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 | $28,731 | $102,595-72.0% | $94,057-69.5% | $154,746-81.4% |
| Participation rate | 52.9% | 76.0%-23.1pp | 73.3%-20.4pp | 80.7%-27.8pp |
| Annual return | 11.73% | 583.42%-571.7pp | 480.62%-468.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $889 | $3,147-71.8% | $2,933-69.7% | $4,379-79.7% |
| Participant deferral / active EE | $1,535 | $5,118-70.0% | $4,709-67.4% | $6,730-77.2% |
| Admin fee / account holder | $823 | $7,736-89.4% | $7,244-88.6% | $14,365-94.3% |