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 | $79,899 | $102,393-22.0% | $147,041-45.7% | $80,911-1.2% |
| Participation rate | 58.7% | 75.9%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 14.67% | 134.95%-120.3pp | 419.21%-404.5pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,891 | $3,715-22.2% | $4,935-41.4% | $2,756+4.9% |
| Participant deferral / active EE | $4,550 | $6,647-31.6% | $8,071-43.6% | $4,297+5.9% |
| Admin fee / account holder | $2,034 | $7,943-74.4% | $13,006-84.4% | $6,935-70.7% |