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 | $71,629 | $55,470+29.1% | $155,556-54.0% | $74,478-3.8% |
| Participation rate | 45.0% | 61.9%-16.9pp | 78.2%-33.2pp | 67.2%-22.2pp |
| Annual return | 26.08% | 269.80%-243.7pp | 64.84%-38.8pp | 1370.56%-1344.5pp |
| Employer contribution / active EE | $360 | $2,267-84.1% | $4,675-92.3% | $2,626-86.3% |
| Participant deferral / active EE | $3,281 | $2,838+15.6% | $5,631-41.7% | $4,350-24.6% |
| Admin fee / account holder | $4,072 | $1,744+133.5% | $15,885-74.4% | $1,946+109.3% |