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 | $68,364 | $52,507+30.2% | $129,406-47.2% | $74,478-8.2% |
| Participation rate | 29.7% | 53.9%-24.2pp | 69.6%-40.0pp | 67.2%-37.5pp |
| Annual return | 15.25% | 15.64%-0.4pp | 9468.18%-9452.9pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $1,189 | $1,534-22.5% | $4,155-71.4% | $2,626-54.7% |
| Participant deferral / active EE | $2,851 | $2,801+1.8% | $4,167-31.6% | $4,350-34.5% |
| Admin fee / account holder | $5,293 | $2,639+100.6% | $7,689-31.2% | $1,946+172.0% |