Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $58,595 | $52,353+11.9% | $120,225-51.3% | $82,448-28.9% |
| Participation rate | 68.4% | 58.3%+10.1pp | 69.6%-1.2pp | 68.1%+0.4pp |
| Annual return | 25.41% | 61.85%-36.4pp | 439.23%-413.8pp | 41.64%-16.2pp |
| Employer contribution / active EE | $1,960 | $1,510+29.8% | $3,475-43.6% | $2,551-23.2% |
| Participant deferral / active EE | $4,710 | $2,627+79.3% | $3,999+17.8% | $4,139+13.8% |
| Admin fee / account holder | $494 | $4,363-88.7% | $5,696-91.3% | $7,234-93.2% |