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 | $63,454 | $48,570+30.6% | $130,660-51.4% | $72,975-13.0% |
| Participation rate | 55.6% | 58.6%-3.0pp | 71.7%-16.2pp | 69.5%-13.9pp |
| Annual return | 24.04% | 38.63%-14.6pp | 1709.29%-1685.3pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,324 | $1,334-0.8% | $4,092-67.7% | $2,440-45.8% |
| Participant deferral / active EE | $4,261 | $2,384+78.8% | $3,603+18.3% | $3,608+18.1% |
| Admin fee / account holder | $4,089 | $3,549+15.2% | $5,463-25.1% | $5,124-20.2% |