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 | $105,469 | $165,939-36.4% | $122,354-13.8% | $147,586-28.5% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 17.61% | 34.56%-16.9pp | 30.28%-12.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $290 | $5,754-95.0% | $4,051-92.8% | $4,876-94.1% |
| Participant deferral / active EE | $4,163 | $4,005+3.9% | $3,287+26.6% | $5,439-23.5% |
| Admin fee / account holder | $6,849 | $7,425-7.7% | $5,479+25.0% | $10,886-37.1% |