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 | $80,481 | $95,580-15.8% | $76,872+4.7% | $139,466-42.3% |
| Participation rate | 61.9% | 74.0%-12.1pp | 69.6%-7.7pp | 80.3%-18.4pp |
| Annual return | 17.46% | 55.00%-37.5pp | 37.90%-20.4pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,568 | $3,145-50.1% | $2,533-38.1% | $4,754-67.0% |
| Participant deferral / active EE | $3,785 | $4,623-18.1% | $3,832-1.2% | $6,712-43.6% |
| Admin fee / account holder | $41,246 | $8,302+396.8% | $5,476+653.2% | $11,409+261.5% |