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 | $51,265 | $60,119-14.7% | $90,430-43.3% | $79,858-35.8% |
| Participation rate | 63.5% | 65.0%-1.4pp | 72.7%-9.2pp | 69.6%-6.1pp |
| Annual return | 14.27% | 71.94%-57.7pp | 1293.73%-1279.5pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,317 | $2,068-36.3% | $3,262-59.6% | $2,471-46.7% |
| Participant deferral / active EE | $2,028 | $2,938-31.0% | $3,963-48.8% | $3,740-45.8% |
| Admin fee / account holder | $9,630 | $3,976+142.2% | $5,613+71.6% | $5,306+81.5% |