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 | $85,712 | $144,130-40.5% | $117,861-27.3% | $147,586-41.9% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 19.32% | 531.20%-511.9pp | 335.11%-315.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $2,335 | $4,897-52.3% | $3,786-38.3% | $4,876-52.1% |
| Participant deferral / active EE | $4,106 | $5,316-22.8% | $4,482-8.4% | $5,439-24.5% |
| Admin fee / account holder | $707 | $10,887-93.5% | $8,021-91.2% | $10,886-93.5% |