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 | $91,226 | $160,070-43.0% | $147,117-38.0% | $145,897-37.5% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.9pp |
| Annual return | 13.67% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,921 | $5,285-63.6% | $4,932-61.1% | $4,663-58.8% |
| Participant deferral / active EE | $5,228 | $8,419-37.9% | $8,065-35.2% | $6,689-21.8% |
| Admin fee / account holder | $465 | $15,035-96.9% | $12,993-96.4% | $13,390-96.5% |