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 | $102,101 | $217,432-53.0% | $185,849-45.1% | $167,536-39.1% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 14.17% | 148.42%-134.2pp | 122.10%-107.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,395 | $5,875-76.3% | $5,169-73.0% | $4,839-71.2% |
| Participant deferral / active EE | $8,759 | $6,357+37.8% | $5,569+57.3% | $6,342+38.1% |
| Admin fee / account holder | $623 | $19,818-96.9% | $16,244-96.2% | $12,315-94.9% |