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 | $99,547 | $217,427-54.2% | $185,837-46.4% | $167,518-40.6% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 10.15% | 148.39%-138.2pp | 122.08%-111.9pp | 478.71%-468.6pp |
| Employer contribution / active EE | $2,342 | $5,874-60.1% | $5,168-54.7% | $4,838-51.6% |
| Participant deferral / active EE | $4,850 | $6,357-23.7% | $5,568-12.9% | $6,342-23.5% |
| Admin fee / account holder | $40,241 | $19,816+103.1% | $16,241+147.8% | $12,312+226.8% |