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 | $54,760 | $106,008-48.3% | $92,240-40.6% | $147,586-62.9% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 15.54% | 50.05%-34.5pp | 176.29%-160.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $6,829 | $4,333+57.6% | $3,680+85.6% | $4,876+40.1% |
| Participant deferral / active EE | $6,696 | $4,478+49.5% | $3,897+71.8% | $5,439+23.1% |
| Admin fee / account holder | $2,957 | $6,333-53.3% | $5,194-43.1% | $10,886-72.8% |