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 | $107,296 | $176,105-39.1% | $159,474-32.7% | $167,536-36.0% |
| Participation rate | 64.7% | 85.0%-20.2pp | 82.8%-18.1pp | 82.1%-17.4pp |
| Annual return | 20.27% | 331.91%-311.6pp | 263.68%-243.4pp | 478.82%-458.5pp |
| Employer contribution / active EE | $1,136 | $5,299-78.6% | $4,831-76.5% | $4,839-76.5% |
| Participant deferral / active EE | $5,945 | $7,751-23.3% | $7,353-19.2% | $6,342-6.3% |
| Admin fee / account holder | $604 | $12,559-95.2% | $10,802-94.4% | $12,315-95.1% |