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 | $83,949 | $79,700+5.3% | $153,643-45.4% | $74,459+12.7% |
| Participation rate | 35.9% | 69.8%-33.9pp | 77.1%-41.2pp | 67.2%-31.3pp |
| Annual return | 44.68% | 15.07%+29.6pp | 15.71%+29.0pp | 1369.70%-1325.0pp |
| Employer contribution / active EE | $1,494 | $4,016-62.8% | $5,039-70.4% | $2,626-43.1% |
| Participant deferral / active EE | $3,859 | $5,315-27.4% | $6,754-42.9% | $4,350-11.3% |
| Admin fee / account holder | $641 | $1,790-64.2% | $12,739-95.0% | $1,945-67.0% |