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 | $71,796 | $51,642+39.0% | $129,384-44.5% | $80,935-11.3% |
| Participation rate | 67.9% | 56.9%+10.9pp | 69.6%-1.8pp | 67.7%+0.2pp |
| Annual return | 11.25% | 20.78%-9.5pp | 9461.77%-9450.5pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,997 | $1,583+26.1% | $4,153-51.9% | $2,757-27.6% |
| Participant deferral / active EE | $5,092 | $2,670+90.8% | $4,166+22.2% | $4,299+18.4% |
| Admin fee / account holder | $700 | $4,312-83.8% | $7,686-90.9% | $6,924-89.9% |