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 | $83,796 | $69,708+20.2% | $67,560+24.0% | $74,478+12.5% |
| Participation rate | 59.2% | 71.4%-12.2pp | 72.9%-13.7pp | 67.2%-8.0pp |
| Annual return | 18.05% | -40.67%+58.7pp | 3533.50%-3515.4pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $1,157 | $2,715-57.4% | $2,737-57.7% | $2,626-56.0% |
| Participant deferral / active EE | $4,301 | $3,637+18.3% | $4,004+7.4% | $4,350-1.1% |
| Admin fee / account holder | $1,108 | $887+24.9% | $3,994-72.2% | $1,946-43.0% |