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 | $59,482 | $102,385-41.9% | $147,080-59.6% | $80,935-26.5% |
| Participation rate | 67.3% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 12.67% | 135.09%-122.4pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $2,426 | $3,717-34.7% | $4,933-50.8% | $2,757-12.0% |
| Participant deferral / active EE | $4,752 | $6,651-28.5% | $8,066-41.1% | $4,299+10.5% |
| Admin fee / account holder | $4,375 | $7,951-45.0% | $12,989-66.3% | $6,924-36.8% |