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 | $93,374 | $72,071+29.6% | $68,368+36.6% | $137,256-32.0% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.0%-15.0pp |
| Annual return | 19.85% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,312 | $2,788-53.0% | $2,649-50.5% | $4,156-68.4% |
| Participant deferral / active EE | $3,089 | $4,410-29.9% | $4,123-25.1% | $6,407-51.8% |
| Admin fee / account holder | $32,571 | $5,336+510.5% | $5,150+532.5% | $12,270+165.5% |