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 | $71,827 | $47,479+51.3% | $62,929+14.1% | $82,448-12.9% |
| Participation rate | 51.5% | 66.9%-15.4pp | 73.1%-21.6pp | 68.1%-16.6pp |
| Annual return | 11.62% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,140 | $1,885-39.5% | $2,505-54.5% | $2,551-55.3% |
| Participant deferral / active EE | $2,650 | $2,870-7.7% | $3,888-31.8% | $4,139-36.0% |
| Admin fee / account holder | $4,937 | $3,804+29.8% | $5,065-2.5% | $7,234-31.8% |