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 | $79,993 | $79,181+1.0% | $102,423-21.9% | $74,429+7.5% |
| Participation rate | 55.9% | 74.8%-18.9pp | 76.5%-20.6pp | 67.2%-11.3pp |
| Annual return | 16.06% | 54.97%-38.9pp | 29.42%-13.4pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $2,991 | $2,362+26.7% | $3,023-1.0% | $2,625+14.0% |
| Participant deferral / active EE | $5,191 | $4,416+17.5% | $5,054+2.7% | $4,348+19.4% |
| Admin fee / account holder | $1,100 | $2,002-45.1% | $9,455-88.4% | $1,944-43.4% |