Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,015 | $72,071+5.5% | $68,368+11.2% | $137,256-44.6% |
| Participation rate | 23.5% | 76.2%-52.7pp | 73.8%-50.2pp | 80.0%-56.4pp |
| Annual return | 36.72% | 353.14%-316.4pp | 292.57%-255.9pp | 220.34%-183.6pp |
| Employer contribution / active EE | $627 | $2,788-77.5% | $2,649-76.3% | $4,156-84.9% |
| Participant deferral / active EE | $2,189 | $4,410-50.4% | $4,123-46.9% | $6,407-65.8% |
| Admin fee / account holder | $689 | $5,336-87.1% | $5,150-86.6% | $12,270-94.4% |