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 | $139,402 | $171,492-18.7% | $150,734-7.5% | $198,609-29.8% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 13.65% | 804.70%-791.1pp | 600.81%-587.2pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,846 | $5,470-48.0% | $4,918-42.1% | $5,055-43.7% |
| Participant deferral / active EE | $5,931 | $6,259-5.2% | $5,610+5.7% | $6,977-15.0% |
| Admin fee / account holder | $2,018 | $17,628-88.6% | $14,905-86.5% | $19,030-89.4% |