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 | $28,360 | $157,296-82.0% | $141,191-79.9% | $152,897-81.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.36% | 64.34%-44.0pp | 71.41%-51.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,131 | $5,262-78.5% | $4,736-76.1% | $4,764-76.3% |
| Participant deferral / active EE | $2,952 | $7,111-58.5% | $6,710-56.0% | $5,851-49.6% |
| Admin fee / account holder | $1,841 | $12,125-84.8% | $10,264-82.1% | $11,599-84.1% |