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 | $49,204 | $85,171-42.2% | $172,753-71.5% | $72,976-32.6% |
| Participation rate | 17.1% | 70.1%-52.9pp | 82.6%-65.5pp | 69.5%-52.3pp |
| Annual return | 25.22% | 27.32%-2.1pp | 803.00%-777.8pp | 81.02%-55.8pp |
| Employer contribution / active EE | $414 | $3,324-87.5% | $5,144-91.9% | $2,440-83.0% |
| Participant deferral / active EE | $1,154 | $3,260-64.6% | $5,198-77.8% | $3,608-68.0% |
| Admin fee / account holder | $1,000 | $5,880-83.0% | $13,956-92.8% | $5,124-80.5% |