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 | $68,292 | $52,353+30.4% | $120,225-43.2% | $82,448-17.2% |
| Participation rate | 48.1% | 58.3%-10.2pp | 69.6%-21.4pp | 68.1%-19.9pp |
| Annual return | 17.23% | 61.85%-44.6pp | 439.23%-422.0pp | 41.64%-24.4pp |
| Employer contribution / active EE | $878 | $1,510-41.9% | $3,475-74.7% | $2,551-65.6% |
| Participant deferral / active EE | $2,997 | $2,627+14.1% | $3,999-25.1% | $4,139-27.6% |
| Admin fee / account holder | $431 | $4,363-90.1% | $5,696-92.4% | $7,234-94.0% |