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 | $36,724 | $59,402-38.2% | $93,654-60.8% | $74,546-50.7% |
| Participation rate | 29.4% | 59.7%-30.2pp | 68.7%-39.3pp | 67.2%-37.8pp |
| Annual return | 13.01% | 81.86%-68.8pp | 133.34%-120.3pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $895 | $1,265-29.2% | $2,421-63.0% | $2,624-65.9% |
| Participant deferral / active EE | $1,518 | $3,049-50.2% | $4,413-65.6% | $4,347-65.1% |
| Admin fee / account holder | $5,356 | $3,023+77.2% | $8,282-35.3% | $1,944+175.6% |