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 | $68,054 | $59,467+14.4% | $93,727-27.4% | $74,478-8.6% |
| Participation rate | 37.6% | 59.6%-22.0pp | 68.7%-31.1pp | 67.2%-29.6pp |
| Annual return | 12.99% | 82.14%-69.1pp | 133.83%-120.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,232 | $1,267-2.7% | $2,421-49.1% | $2,626-53.1% |
| Participant deferral / active EE | $2,709 | $3,052-11.2% | $4,417-38.7% | $4,350-37.7% |
| Admin fee / account holder | $1,037 | $3,028-65.8% | $8,292-87.5% | $1,946-46.7% |