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 | $82,058 | $60,119+36.5% | $90,414-9.2% | $79,860+2.8% |
| Participation rate | 43.6% | 65.0%-21.4pp | 72.7%-29.1pp | 69.6%-26.0pp |
| Annual return | 11.95% | 71.94%-60.0pp | 1293.19%-1281.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,713 | $2,938+60.4% | $3,963+18.9% | $3,740+26.0% |
| Admin fee / account holder | $2,812 | $3,976-29.3% | $5,611-49.9% | $5,306-47.0% |