Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $100,022 | $102,393-2.3% | $147,041-32.0% | $80,911+23.6% |
| Participation rate | 42.3% | 75.9%-33.5pp | 82.2%-39.9pp | 67.6%-25.3pp |
| Annual return | 15.89% | 134.95%-119.1pp | 419.21%-403.3pp | 35.63%-19.7pp |
| Employer contribution / active EE | $2,490 | $3,715-33.0% | $4,935-49.6% | $2,756-9.7% |
| Participant deferral / active EE | $4,783 | $6,647-28.0% | $8,071-40.7% | $4,297+11.3% |
| Admin fee / account holder | $2,282 | $7,943-71.3% | $13,006-82.5% | $6,935-67.1% |