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 | $67,292 | $59,456+13.2% | $93,669-28.2% | $74,429-9.6% |
| Participation rate | 50.0% | 59.6%-9.6pp | 68.7%-18.7pp | 67.2%-17.2pp |
| Annual return | 26.38% | 82.00%-55.6pp | 133.59%-107.2pp | 1368.38%-1342.0pp |
| Employer contribution / active EE | $785 | $1,266-38.0% | $2,424-67.6% | $2,625-70.1% |
| Participant deferral / active EE | $3,027 | $3,052-0.8% | $4,416-31.4% | $4,348-30.4% |
| Admin fee / account holder | $3,000 | $3,026-0.8% | $8,291-63.8% | $1,944+54.3% |