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 | $118,377 | $102,382+15.6% | $147,005-19.5% | $80,874+46.4% |
| Participation rate | 37.0% | 75.8%-38.8pp | 82.2%-45.1pp | 67.6%-30.6pp |
| Annual return | 18.82% | 134.89%-116.1pp | 418.76%-399.9pp | 35.62%-16.8pp |
| Employer contribution / active EE | $1,414 | $3,715-61.9% | $4,934-71.3% | $2,756-48.7% |
| Participant deferral / active EE | $4,016 | $6,646-39.6% | $8,070-50.2% | $4,297-6.5% |
| Admin fee / account holder | $1,693 | $7,942-78.7% | $13,006-87.0% | $6,935-75.6% |