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 | $122,406 | $90,691+35.0% | $76,119+60.8% | $145,884-16.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.19% | 624.52%-615.3pp | 361.25%-352.1pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,629 | $3,329-51.1% | $2,693-39.5% | $4,662-65.1% |
| Participant deferral / active EE | $4,995 | $5,167-3.3% | $4,259+17.3% | $6,690-25.3% |
| Admin fee / account holder | $9,742 | $8,383+16.2% | $6,421+51.7% | $13,392-27.3% |