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 | $39,712 | $103,038-61.5% | $90,324-56.0% | $152,909-74.0% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 26.25% | 95.25%-69.0pp | 78.15%-51.9pp | 345.46%-319.2pp |
| Employer contribution / active EE | $4,612 | $3,141+46.8% | $2,856+61.5% | $4,764-3.2% |
| Participant deferral / active EE | $5,548 | $4,282+29.6% | $3,885+42.8% | $5,851-5.2% |
| Admin fee / account holder | $3,021 | $6,177-51.1% | $5,356-43.6% | $11,601-74.0% |