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 | $51,169 | $59,467-14.0% | $93,727-45.4% | $74,478-31.3% |
| Participation rate | 27.0% | 59.6%-32.6pp | 68.7%-41.7pp | 67.2%-40.2pp |
| Annual return | 14.08% | 82.14%-68.1pp | 133.83%-119.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $2,094 | $1,267+65.3% | $2,421-13.5% | $2,626-20.3% |
| Participant deferral / active EE | $3,859 | $3,052+26.4% | $4,417-12.6% | $4,350-11.3% |
| Admin fee / account holder | $3,612 | $3,028+19.3% | $8,292-56.4% | $1,946+85.6% |