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 | $78,426 | $48,570+61.5% | $130,660-40.0% | $72,975+7.5% |
| Participation rate | 49.0% | 58.6%-9.6pp | 71.7%-22.8pp | 69.5%-20.5pp |
| Annual return | 33.91% | 38.63%-4.7pp | 1709.29%-1675.4pp | 81.01%-47.1pp |
| Employer contribution / active EE | $776 | $1,334-41.8% | $4,092-81.0% | $2,440-68.2% |
| Participant deferral / active EE | $2,454 | $2,384+2.9% | $3,603-31.9% | $3,608-32.0% |
| Admin fee / account holder | $2,234 | $3,549-37.0% | $5,463-59.1% | $5,124-56.4% |