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 | $103,720 | $80,812+28.3% | $160,784-35.5% | $82,448+25.8% |
| Participation rate | 41.9% | 66.2%-24.3pp | 77.0%-35.0pp | 68.1%-26.1pp |
| Annual return | 14.05% | 100.59%-86.5pp | 1803.92%-1789.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,444 | $2,174-33.6% | $3,733-61.3% | $2,551-43.4% |
| Participant deferral / active EE | $3,066 | $4,335-29.3% | $6,293-51.3% | $4,139-25.9% |
| Admin fee / account holder | $617 | $7,695-92.0% | $9,717-93.6% | $7,234-91.5% |