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 | $69,825 | $54,674+27.7% | $76,089-8.2% | $74,429-6.2% |
| Participation rate | 39.4% | 60.3%-20.9pp | 69.1%-29.7pp | 67.2%-27.8pp |
| Annual return | 15.53% | 31.89%-16.4pp | 360.94%-345.4pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $671 | $1,781-62.3% | $2,690-75.1% | $2,625-74.4% |
| Participant deferral / active EE | $1,800 | $3,071-41.4% | $4,259-57.8% | $4,348-58.6% |
| Admin fee / account holder | $4,666 | $2,238+108.5% | $6,418-27.3% | $1,944+140.0% |