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 | $117,660 | $55,470+112.1% | $155,556-24.4% | $74,478+58.0% |
| Participation rate | 49.2% | 61.9%-12.7pp | 78.2%-29.1pp | 67.2%-18.1pp |
| Annual return | 11.36% | 269.80%-258.4pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $2,378 | $2,267+4.9% | $4,675-49.1% | $2,626-9.5% |
| Participant deferral / active EE | $5,243 | $2,838+84.7% | $5,631-6.9% | $4,350+20.5% |
| Admin fee / account holder | $3,156 | $1,744+80.9% | $15,885-80.1% | $1,946+62.2% |