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 | $73,431 | $39,798+84.5% | $67,704+8.5% | $59,633+23.1% |
| Participation rate | 52.9% | 57.4%-4.4pp | 67.5%-14.6pp | 68.7%-15.7pp |
| Annual return | 0.83% | 89.94%-89.1pp | 25.41%-24.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $777 | $1,393-44.2% | $2,559-69.6% | $2,203-64.7% |
| Participant deferral / active EE | $2,599 | $2,335+11.3% | $3,585-27.5% | $3,192-18.6% |
| Admin fee / account holder | $3,842 | $3,212+19.6% | $4,255-9.7% | $4,297-10.6% |