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 | $55,757 | $49,199+13.3% | $121,204-54.0% | $75,173-25.8% |
| Participation rate | 63.1% | 55.4%+7.6pp | 69.5%-6.5pp | 67.2%-4.1pp |
| Annual return | 21.92% | 56.04%-34.1pp | 987.18%-965.3pp | 160.72%-138.8pp |
| Employer contribution / active EE | $1,498 | $1,547-3.2% | $4,170-64.1% | $2,671-43.9% |
| Participant deferral / active EE | $3,849 | $2,630+46.4% | $4,083-5.7% | $4,126-6.7% |
| Admin fee / account holder | $1,216 | $3,946-69.2% | $5,651-78.5% | $5,651-78.5% |