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 | $27,836 | $108,695-74.4% | $74,722-62.7% | $152,897-81.8% |
| Participation rate | 63.2% | 65.4%-2.2pp | 54.5%+8.7pp | 82.5%-19.3pp |
| Annual return | 12.03% | 114.11%-102.1pp | 753.11%-741.1pp | 345.43%-333.4pp |
| Employer contribution / active EE | $1,259 | $1,504-16.3% | $1,084+16.1% | $4,764-73.6% |
| Participant deferral / active EE | $2,093 | $2,712-22.8% | $1,963+6.6% | $5,851-64.2% |
| Admin fee / account holder | $328 | $4,906-93.3% | $3,335-90.2% | $11,599-97.2% |