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 | $76,428 | $144,130-47.0% | $117,861-35.2% | $147,586-48.2% |
| Participation rate | 22.2% | 83.4%-61.2pp | 79.7%-57.4pp | 82.8%-60.6pp |
| Annual return | 18.28% | 531.20%-512.9pp | 335.11%-316.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,150 | $5,316-40.7% | $4,482-29.7% | $5,439-42.1% |
| Admin fee / account holder | $5,220 | $10,887-52.0% | $8,021-34.9% | $10,886-52.0% |