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 | $41,099 | $27,924+47.2% | $58,544-29.8% | $75,181-45.3% |
| Participation rate | 68.7% | 38.8%+29.8pp | 50.9%+17.8pp | 67.2%+1.5pp |
| Annual return | 19.10% | 44.20%-25.1pp | 4249.56%-4230.5pp | 160.69%-141.6pp |
| Employer contribution / active EE | $1,283 | $669+91.8% | $1,053+21.9% | $2,671-51.9% |
| Participant deferral / active EE | $3,044 | $1,202+153.3% | $1,923+58.3% | $4,126-26.2% |
| Admin fee / account holder | $2,730 | $1,726+58.1% | $2,520+8.3% | $5,650-51.7% |