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 | $83,388 | $70,366+18.5% | $66,674+25.1% | $138,895-40.0% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.7%-17.4pp | 79.9%-23.7pp |
| Annual return | 14.13% | 386.41%-372.3pp | 321.24%-307.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,394 | $2,765-13.4% | $2,620-8.6% | $4,194-42.9% |
| Participant deferral / active EE | $4,269 | $4,374-2.4% | $4,084+4.5% | $6,396-33.3% |
| Admin fee / account holder | $628 | $5,262-88.1% | $5,098-87.7% | $12,562-95.0% |