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 | $50,207 | $80,812-37.9% | $160,784-68.8% | $82,448-39.1% |
| Participation rate | 57.1% | 66.2%-9.1pp | 77.0%-19.8pp | 68.1%-10.9pp |
| Annual return | 15.93% | 100.59%-84.7pp | 1803.92%-1788.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,795 | $2,174-17.4% | $3,733-51.9% | $2,551-29.6% |
| Participant deferral / active EE | $3,649 | $4,335-15.8% | $6,293-42.0% | $4,139-11.9% |
| Admin fee / account holder | $4,667 | $7,695-39.3% | $9,717-52.0% | $7,234-35.5% |