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 | $75,629 | $111,785-32.3% | $93,669-19.3% | $145,877-48.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.59% | 203.79%-189.2pp | 133.59%-119.0pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,276 | $3,096-26.5% | $2,424-6.1% | $4,663-51.2% |
| Participant deferral / active EE | $8,355 | $4,919+69.9% | $4,416+89.2% | $6,691+24.9% |
| Admin fee / account holder | $3,189 | $10,256-68.9% | $8,291-61.5% | $13,402-76.2% |