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 | $78,001 | $45,126+72.9% | $85,187-8.4% | $74,459+4.8% |
| Participation rate | 46.8% | 49.4%-2.5pp | 67.5%-20.7pp | 67.2%-20.4pp |
| Annual return | 22.19% | 26.30%-4.1pp | 66.67%-44.5pp | 1369.70%-1347.5pp |
| Employer contribution / active EE | $1,989 | $1,460+36.2% | $2,732-27.2% | $2,626-24.2% |
| Participant deferral / active EE | $4,850 | $2,738+77.1% | $4,525+7.2% | $4,350+11.5% |
| Admin fee / account holder | $450 | $2,212-79.6% | $6,162-92.7% | $1,945-76.8% |