Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $65,582 | $125,184-47.6% | $105,607-37.9% | $145,884-55.0% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 13.64% | 225.00%-211.4pp | 116.11%-102.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,551 | $3,720-31.4% | $3,167-19.5% | $4,662-45.3% |
| Participant deferral / active EE | $7,481 | $5,714+30.9% | $5,011+49.3% | $6,690+11.8% |
| Admin fee / account holder | $12,203 | $17,133-28.8% | $10,958+11.4% | $13,392-8.9% |