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 | $37,491 | $157,296-76.2% | $141,191-73.4% | $152,897-75.5% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.5%-29.5pp |
| Annual return | 28.53% | 64.34%-35.8pp | 71.41%-42.9pp | 345.43%-316.9pp |
| Employer contribution / active EE | $1,719 | $5,262-67.3% | $4,736-63.7% | $4,764-63.9% |
| Participant deferral / active EE | $4,623 | $7,111-35.0% | $6,710-31.1% | $5,851-21.0% |
| Admin fee / account holder | $479 | $12,125-96.0% | $10,264-95.3% | $11,599-95.9% |