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 | $59,963 | $59,006+1.6% | $97,260-38.3% | $74,459-19.5% |
| Participation rate | 48.6% | 63.7%-15.1pp | 72.7%-24.1pp | 67.2%-18.7pp |
| Annual return | 14.11% | 16.04%-1.9pp | 75.54%-61.4pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $2,312 | $1,894+22.1% | $2,721-15.1% | $2,626-12.0% |
| Participant deferral / active EE | $3,772 | $3,671+2.8% | $4,262-11.5% | $4,350-13.3% |
| Admin fee / account holder | $8,184 | $1,974+314.6% | $5,640+45.1% | $1,945+320.8% |