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 | $34,911 | $65,423-46.6% | $98,477-64.5% | $85,856-59.3% |
| Participation rate | 40.7% | 65.0%-24.3pp | 73.3%-32.6pp | 69.3%-28.6pp |
| Annual return | 13.70% | 21.76%-8.1pp | 1493.59%-1479.9pp | 318.58%-304.9pp |
| Employer contribution / active EE | $1,039 | $2,168-52.1% | $2,961-64.9% | $2,565-59.5% |
| Participant deferral / active EE | $3,798 | $3,167+19.9% | $4,276-11.2% | $3,952-3.9% |
| Admin fee / account holder | $2,547 | $4,594-44.6% | $5,951-57.2% | $6,261-59.3% |