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 | $93,159 | $88,815+4.9% | $81,882+13.8% | $145,897-36.1% |
| Participation rate | 43.5% | 75.1%-31.6pp | 72.4%-28.9pp | 80.3%-36.8pp |
| Annual return | 14.52% | 1033.75%-1019.2pp | 779.47%-764.9pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,796 | $3,086-41.8% | $2,916-38.4% | $4,663-61.5% |
| Participant deferral / active EE | $3,735 | $4,647-19.6% | $4,323-13.6% | $6,689-44.2% |
| Admin fee / account holder | $1,754 | $8,434-79.2% | $7,360-76.2% | $13,390-86.9% |