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 | $66,040 | $67,411-2.0% | $91,004-27.4% | $70,126-5.8% |
| Participation rate | 69.7% | 71.4%-1.6pp | 75.6%-5.9pp | 69.5%+0.2pp |
| Annual return | 3904.13% | -40.16%+3944.3pp | 4.60%+3899.5pp | 73.15%+3831.0pp |
| Employer contribution / active EE | $865 | $1,786-51.6% | $2,456-64.8% | $2,343-63.1% |
| Participant deferral / active EE | $2,367 | $2,823-16.2% | $3,548-33.3% | $3,332-29.0% |
| Admin fee / account holder | $3,425 | $4,236-19.2% | $5,417-36.8% | $4,645-26.3% |