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 | $52,295 | $105,856-50.6% | $90,161-42.0% | $147,586-64.6% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 31.11% | 37.63%-6.5pp | 34.89%-3.8pp | 578.59%-547.5pp |
| Employer contribution / active EE | $497 | $4,126-87.9% | $3,318-85.0% | $4,876-89.8% |
| Participant deferral / active EE | $2,158 | $5,733-62.4% | $5,287-59.2% | $5,439-60.3% |
| Admin fee / account holder | $1,071 | $8,046-86.7% | $5,943-82.0% | $10,886-90.2% |