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 | $60,469 | $80,812-25.2% | $160,784-62.4% | $82,448-26.7% |
| Participation rate | 40.3% | 66.2%-25.9pp | 77.0%-36.6pp | 68.1%-27.7pp |
| Annual return | 41.21% | 100.59%-59.4pp | 1803.92%-1762.7pp | 41.64%-0.4pp |
| Employer contribution / active EE | $1,526 | $2,174-29.8% | $3,733-59.1% | $2,551-40.2% |
| Participant deferral / active EE | $2,773 | $4,335-36.0% | $6,293-55.9% | $4,139-33.0% |
| Admin fee / account holder | $1,370 | $7,695-82.2% | $9,717-85.9% | $7,234-81.1% |