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 | $67,171 | $58,258+15.3% | $81,820-17.9% | $80,925-17.0% |
| Participation rate | 46.2% | 63.5%-17.3pp | 72.4%-26.2pp | 67.7%-21.5pp |
| Annual return | 13.07% | 41.76%-28.7pp | 777.93%-764.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,654 | $2,345-29.5% | $2,915-43.3% | $2,756-40.0% |
| Participant deferral / active EE | $5,364 | $3,284+63.4% | $4,323+24.1% | $4,299+24.8% |
| Admin fee / account holder | $10,010 | $4,976+101.2% | $7,391+35.4% | $6,940+44.2% |