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 | $72,584 | $59,448+22.1% | $93,696-22.5% | $74,459-2.5% |
| Participation rate | 52.2% | 59.6%-7.5pp | 68.7%-16.5pp | 67.2%-15.0pp |
| Annual return | 12.97% | 82.11%-69.1pp | 133.74%-120.8pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $1,812 | $1,266+43.1% | $2,422-25.2% | $2,626-31.0% |
| Participant deferral / active EE | $4,319 | $3,052+41.5% | $4,417-2.2% | $4,350-0.7% |
| Admin fee / account holder | $6,631 | $3,027+119.0% | $8,287-20.0% | $1,945+240.9% |