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 | $58,295 | $102,422-43.1% | $147,117-60.4% | $80,959-28.0% |
| Participation rate | 65.7% | 75.9%-10.2pp | 82.2%-16.5pp | 67.7%-2.0pp |
| Annual return | 12.99% | 135.16%-122.2pp | 420.54%-407.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $3,556 | $3,717-4.3% | $4,932-27.9% | $2,757+29.0% |
| Participant deferral / active EE | $7,746 | $6,652+16.5% | $8,065-3.9% | $4,300+80.1% |
| Admin fee / account holder | $5,512 | $7,953-30.7% | $12,993-57.6% | $6,925-20.4% |