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 | $71,431 | $102,393-30.2% | $147,041-51.4% | $80,911-11.7% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 18.79% | 134.95%-116.2pp | 419.21%-400.4pp | 35.63%-16.8pp |
| Employer contribution / active EE | $2,536 | $3,715-31.7% | $4,935-48.6% | $2,756-8.0% |
| Participant deferral / active EE | $8,578 | $6,647+29.1% | $8,071+6.3% | $4,297+99.6% |
| Admin fee / account holder | $4,969 | $7,943-37.4% | $13,006-61.8% | $6,935-28.3% |