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 | $41,152 | $124,346-66.9% | $111,308-63.0% | $167,536-75.4% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 11.96% | 37.45%-25.5pp | 54.67%-42.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,821 | $3,437-47.0% | $2,732-33.3% | $4,839-62.4% |
| Participant deferral / active EE | $3,036 | $5,182-41.4% | $4,487-32.3% | $6,342-52.1% |
| Admin fee / account holder | $2,936 | $10,621-72.4% | $7,965-63.1% | $12,315-76.2% |