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 | $139,365 | $80,812+72.5% | $160,784-13.3% | $82,448+69.0% |
| Participation rate | 35.7% | 66.2%-30.5pp | 77.0%-41.2pp | 68.1%-32.4pp |
| Annual return | 20.21% | 100.59%-80.4pp | 1803.92%-1783.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,632 | $2,174-24.9% | $3,733-56.3% | $2,551-36.0% |
| Participant deferral / active EE | $2,892 | $4,335-33.3% | $6,293-54.0% | $4,139-30.1% |
| Admin fee / account holder | $952 | $7,695-87.6% | $9,717-90.2% | $7,234-86.8% |