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 | $52,881 | $85,766-38.3% | $136,298-61.2% | $70,126-24.6% |
| Participation rate | 63.2% | 74.2%-11.0pp | 81.9%-18.8pp | 69.5%-6.4pp |
| Annual return | 14.44% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,920 | $2,966-35.3% | $4,696-59.1% | $2,343-18.1% |
| Participant deferral / active EE | $3,613 | $5,051-28.5% | $6,247-42.2% | $3,332+8.4% |
| Admin fee / account holder | $13,358 | $5,421+146.4% | $9,244+44.5% | $4,645+187.6% |