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 | $59,349 | $73,546-19.3% | $63,018-5.8% | $147,586-59.8% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.8%-10.1pp | 82.8%-18.1pp |
| Annual return | 19.21% | 175.56%-156.4pp | 87.62%-68.4pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,159 | $3,324-35.0% | $2,761-21.8% | $4,876-55.7% |
| Participant deferral / active EE | $3,654 | $4,185-12.7% | $3,330+9.7% | $5,439-32.8% |
| Admin fee / account holder | $5,744 | $5,956-3.6% | $3,601+59.5% | $10,886-47.2% |