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 | $90,522 | $60,119+50.6% | $90,430+0.1% | $79,858+13.4% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 12.47% | 71.94%-59.5pp | 1293.73%-1281.3pp | 31.72%-19.2pp |
| Employer contribution / active EE | $465 | $2,068-77.5% | $3,262-85.8% | $2,471-81.2% |
| Participant deferral / active EE | $2,010 | $2,938-31.6% | $3,963-49.3% | $3,740-46.2% |
| Admin fee / account holder | $1,694 | $3,976-57.4% | $5,613-69.8% | $5,306-68.1% |