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 | $48,101 | $55,470-13.3% | $155,556-69.1% | $74,478-35.4% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 20.37% | 269.80%-249.4pp | 64.84%-44.5pp | 1370.56%-1350.2pp |
| Employer contribution / active EE | $618 | $2,267-72.7% | $4,675-86.8% | $2,626-76.5% |
| Participant deferral / active EE | $1,117 | $2,838-60.6% | $5,631-80.2% | $4,350-74.3% |
| Admin fee / account holder | $3,422 | $1,744+96.2% | $15,885-78.5% | $1,946+75.9% |