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 | $72,563 | $104,479-30.5% | $159,474-54.5% | $79,391-8.6% |
| Participation rate | 61.5% | 76.6%-15.2pp | 82.8%-21.4pp | 70.7%-9.2pp |
| Annual return | 16.48% | 67.98%-51.5pp | 263.68%-247.2pp | 116.88%-100.4pp |
| Employer contribution / active EE | $1,117 | $3,417-67.3% | $4,831-76.9% | $2,428-54.0% |
| Participant deferral / active EE | $7,027 | $6,468+8.6% | $7,353-4.4% | $4,046+73.7% |
| Admin fee / account holder | $4,875 | $711+585.3% | $10,802-54.9% | $627+678.1% |