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 | $32,194 | $183,592-82.5% | $155,567-79.3% | $145,959-77.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.91% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,407 | $5,315-73.5% | $4,674-69.9% | $4,661-69.8% |
| Participant deferral / active EE | $4,494 | $6,464-30.5% | $5,628-20.1% | $6,689-32.8% |
| Admin fee / account holder | $1,744 | $19,318-91.0% | $15,916-89.0% | $13,398-87.0% |