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 | $71,807 | $102,382-29.9% | $147,005-51.2% | $80,874-11.2% |
| Participation rate | 57.4% | 75.8%-18.5pp | 82.2%-24.8pp | 67.6%-10.3pp |
| Annual return | 33.75% | 134.89%-101.1pp | 418.76%-385.0pp | 35.62%-1.9pp |
| Employer contribution / active EE | $1,976 | $3,715-46.8% | $4,934-60.0% | $2,756-28.3% |
| Participant deferral / active EE | $5,031 | $6,646-24.3% | $8,070-37.7% | $4,297+17.1% |
| Admin fee / account holder | $3,435 | $7,942-56.8% | $13,006-73.6% | $6,935-50.5% |