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 | $93,237 | $58,726+58.8% | $142,898-34.8% | $85,847+8.6% |
| Participation rate | 59.4% | 58.5%+0.9pp | 72.0%-12.6pp | 69.3%-9.9pp |
| Annual return | 13.57% | 27.73%-14.2pp | 5639.64%-5626.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $1,686 | $1,424+18.4% | $4,146-59.3% | $2,565-34.3% |
| Participant deferral / active EE | $3,591 | $2,609+37.7% | $3,838-6.5% | $3,952-9.1% |
| Admin fee / account holder | $2,696 | $4,234-36.3% | $6,560-58.9% | $6,261-56.9% |