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 | $31,492 | $124,346-74.7% | $111,308-71.7% | $167,536-81.2% |
| Participation rate | 54.5% | 79.6%-25.1pp | 77.3%-22.8pp | 82.1%-27.6pp |
| Annual return | 10.29% | 37.45%-27.2pp | 54.67%-44.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $1,235 | $3,437-64.1% | $2,732-54.8% | $4,839-74.5% |
| Participant deferral / active EE | $1,867 | $5,182-64.0% | $4,487-58.4% | $6,342-70.6% |
| Admin fee / account holder | $316 | $10,621-97.0% | $7,965-96.0% | $12,315-97.4% |