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 | $64,517 | $49,896+29.3% | $80,627-20.0% | $75,173-14.2% |
| Participation rate | 47.2% | 55.3%-8.1pp | 67.0%-19.8pp | 67.2%-20.0pp |
| Annual return | 20.89% | 34.67%-13.8pp | 936.76%-915.9pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,282 | $1,699-24.5% | $2,723-52.9% | $2,671-52.0% |
| Participant deferral / active EE | $2,471 | $2,992-17.4% | $4,443-44.4% | $4,126-40.1% |
| Admin fee / account holder | $1,141 | $3,578-68.1% | $5,381-78.8% | $5,651-79.8% |