Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,724 | $92,224-25.5% | $105,223-34.7% | $79,634-13.7% |
| Participation rate | 32.9% | 69.2%-36.3pp | 75.0%-42.1pp | 62.5%-29.6pp |
| Annual return | 19.24% | 88.65%-69.4pp | 180.65%-161.4pp | 36.46%-17.2pp |
| Employer contribution / active EE | $1,414 | $3,965-64.3% | $3,689-61.7% | $2,529-44.1% |
| Participant deferral / active EE | $2,705 | $3,834-29.4% | $5,072-46.7% | $3,835-29.5% |
| Admin fee / account holder | $1,507 | $1,121+34.5% | $8,859-83.0% | $1,002+50.4% |