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 | $38,597 | $57,312-32.7% | $86,617-55.4% | $75,181-48.7% |
| Participation rate | 34.5% | 63.2%-28.7pp | 71.7%-37.2pp | 67.2%-32.7pp |
| Annual return | 19.07% | 2672.78%-2653.7pp | 591.91%-572.8pp | 160.69%-141.6pp |
| Employer contribution / active EE | $960 | $2,315-58.6% | $3,023-68.3% | $2,671-64.1% |
| Participant deferral / active EE | $1,835 | $3,319-44.7% | $4,437-58.6% | $4,126-55.5% |
| Admin fee / account holder | $7,453 | $4,114+81.1% | $5,613+32.8% | $5,650+31.9% |