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 | $82,849 | $169,161-51.0% | $129,295-35.9% | $145,959-43.2% |
| Participation rate | 43.5% | 76.5%-33.0pp | 69.6%-26.1pp | 80.3%-36.8pp |
| Annual return | 19.86% | 14348.07%-14328.2pp | 9429.28%-9409.4pp | 561.95%-542.1pp |
| Employer contribution / active EE | $1,941 | $5,543-65.0% | $4,157-53.3% | $4,661-58.4% |
| Participant deferral / active EE | $6,748 | $4,989+35.2% | $4,169+61.9% | $6,689+0.9% |
| Admin fee / account holder | $1,812 | $9,878-81.7% | $7,665-76.4% | $13,398-86.5% |