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 | $104,447 | $80,812+29.2% | $160,784-35.0% | $82,448+26.7% |
| Participation rate | 52.0% | 66.2%-14.2pp | 77.0%-25.0pp | 68.1%-16.1pp |
| Annual return | 17.09% | 100.59%-83.5pp | 1803.92%-1786.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,818 | $2,174-16.4% | $3,733-51.3% | $2,551-28.7% |
| Participant deferral / active EE | $3,542 | $4,335-18.3% | $6,293-43.7% | $4,139-14.4% |
| Admin fee / account holder | $3,706 | $7,695-51.8% | $9,717-61.9% | $7,234-48.8% |