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 | $83,746 | $60,454+38.5% | $81,844+2.3% | $74,459+12.5% |
| Participation rate | 35.6% | 63.0%-27.4pp | 72.4%-36.8pp | 67.2%-31.6pp |
| Annual return | 15.65% | 16.87%-1.2pp | 778.87%-763.2pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $873 | $2,630-66.8% | $2,916-70.1% | $2,626-66.8% |
| Participant deferral / active EE | $2,774 | $3,398-18.4% | $4,323-35.8% | $4,350-36.2% |
| Admin fee / account holder | $3,086 | $1,490+107.1% | $7,355-58.0% | $1,945+58.7% |