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 | $73,792 | $80,812-8.7% | $160,784-54.1% | $82,448-10.5% |
| Participation rate | 52.2% | 66.2%-14.1pp | 77.0%-24.8pp | 68.1%-15.9pp |
| Annual return | 16.20% | 100.59%-84.4pp | 1803.92%-1787.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,309 | $2,174+6.2% | $3,733-38.1% | $2,551-9.5% |
| Participant deferral / active EE | $3,104 | $4,335-28.4% | $6,293-50.7% | $4,139-25.0% |
| Admin fee / account holder | $5,156 | $7,695-33.0% | $9,717-46.9% | $7,234-28.7% |