Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,685 | $111,878-40.4% | $93,727-28.9% | $145,897-54.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.61% | 204.28%-190.7pp | 133.83%-120.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,168 | $3,092-29.9% | $2,421-10.5% | $4,663-53.5% |
| Participant deferral / active EE | $7,573 | $4,920+53.9% | $4,417+71.5% | $6,689+13.2% |
| Admin fee / account holder | $2,523 | $10,256-75.4% | $8,292-69.6% | $13,390-81.2% |