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 | $78,632 | $76,634+2.6% | $56,054+40.3% | $145,978-46.1% |
| Participation rate | 64.7% | 63.2%+1.5pp | 52.5%+12.2pp | 80.3%-15.6pp |
| Annual return | 20.02% | 3004.33%-2984.3pp | 1705.95%-1685.9pp | 550.52%-530.5pp |
| Employer contribution / active EE | $716 | $1,380-48.1% | $1,039-31.0% | $4,662-84.6% |
| Participant deferral / active EE | $2,360 | $2,622-10.0% | $1,952+20.9% | $6,690-64.7% |
| Admin fee / account holder | $789 | $3,321-76.3% | $2,822-72.1% | $13,400-94.1% |