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 | $57,943 | $96,678-40.1% | $86,640-33.1% | $139,466-58.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 21.11% | 106.69%-85.6pp | 592.52%-571.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,180 | $3,265-63.9% | $3,024-61.0% | $4,754-75.2% |
| Participant deferral / active EE | $5,216 | $4,837+7.8% | $4,438+17.5% | $6,712-22.3% |
| Admin fee / account holder | $770 | $6,410-88.0% | $5,616-86.3% | $11,409-93.3% |