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 | $49,677 | $34,932+42.2% | $56,441-12.0% | $74,546-33.4% |
| Participation rate | 38.6% | 32.9%+5.7pp | 52.5%-13.9pp | 67.2%-28.6pp |
| Annual return | 10.65% | 24.90%-14.2pp | 1704.21%-1693.6pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $860 | $608+41.3% | $1,039-17.3% | $2,624-67.2% |
| Participant deferral / active EE | $2,006 | $1,173+71.0% | $1,953+2.7% | $4,347-53.9% |
| Admin fee / account holder | $5,900 | $2,359+150.1% | $2,829+108.6% | $1,944+203.6% |