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 | $68,848 | $110,093-37.5% | $97,295-29.2% | $145,897-52.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 11.31% | 244.76%-233.5pp | 75.62%-64.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,568 | $3,077-49.0% | $2,723-42.4% | $4,663-66.4% |
| Participant deferral / active EE | $4,110 | $4,678-12.1% | $4,264-3.6% | $6,689-38.6% |
| Admin fee / account holder | $6,492 | $6,212+4.5% | $5,646+15.0% | $13,390-51.5% |