Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,865 | $78,562-21.3% | $105,608-41.4% | $74,429-16.9% |
| Participation rate | 69.2% | 72.8%-3.6pp | 75.3%-6.1pp | 67.2%+2.0pp |
| Annual return | 21.54% | 15.94%+5.6pp | 116.50%-95.0pp | 1368.38%-1346.8pp |
| Employer contribution / active EE | $1,512 | $2,521-40.0% | $3,167-52.2% | $2,625-42.4% |
| Participant deferral / active EE | $3,220 | $4,321-25.5% | $5,010-35.7% | $4,348-25.9% |
| Admin fee / account holder | $1,587 | $2,217-28.4% | $11,028-85.6% | $1,944-18.4% |