Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,763 | $58,726+6.9% | $142,898-56.1% | $85,847-26.9% |
| Participation rate | 60.0% | 58.5%+1.5pp | 72.0%-12.0pp | 69.3%-9.3pp |
| Annual return | 12.40% | 27.73%-15.3pp | 5639.64%-5627.2pp | 318.61%-306.2pp |
| Employer contribution / active EE | $977 | $1,424-31.4% | $4,146-76.4% | $2,565-61.9% |
| Participant deferral / active EE | $1,103 | $2,609-57.7% | $3,838-71.3% | $3,952-72.1% |
| Admin fee / account holder | $1,062 | $4,234-74.9% | $6,560-83.8% | $6,261-83.0% |