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 | $54,545 | $184,000-70.4% | $162,185-66.4% | $152,909-64.3% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 26.79% | 150.80%-124.0pp | 115.61%-88.8pp | 345.46%-318.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,495 | $8,033-6.7% | $7,297+2.7% | $5,851+28.1% |
| Admin fee / account holder | $596 | $13,124-95.5% | $10,844-94.5% | $11,601-94.9% |