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 | $79,759 | $63,346+25.9% | $92,240-13.5% | $70,126+13.7% |
| Participation rate | 46.6% | 68.7%-22.1pp | 76.5%-29.9pp | 69.5%-23.0pp |
| Annual return | 13.40% | 530.19%-516.8pp | 176.29%-162.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $6,052 | $2,471+144.9% | $3,680+64.5% | $2,343+158.4% |
| Participant deferral / active EE | $1,762 | $2,854-38.2% | $3,897-54.8% | $3,332-47.1% |
| Admin fee / account holder | $2,191 | $3,841-42.9% | $5,194-57.8% | $4,645-52.8% |