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 | $91,820 | $101,539-9.6% | $147,041-37.6% | $74,400+23.4% |
| Participation rate | 39.2% | 75.5%-36.3pp | 82.2%-43.0pp | 67.2%-28.0pp |
| Annual return | 15.85% | 8740.84%-8725.0pp | 419.21%-403.4pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $1,632 | $3,811-57.2% | $4,935-66.9% | $2,624-37.8% |
| Participant deferral / active EE | $3,392 | $7,304-53.6% | $8,071-58.0% | $4,348-22.0% |
| Admin fee / account holder | $3,410 | $1,749+95.0% | $13,006-73.8% | $1,944+75.5% |