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 | $38,411 | $105,200-63.5% | $159,474-75.9% | $85,847-55.3% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.8%-29.8pp | 69.3%-16.3pp |
| Annual return | 45.84% | 45.08%+0.8pp | 263.68%-217.8pp | 318.61%-272.8pp |
| Employer contribution / active EE | $1,860 | $3,319-44.0% | $4,831-61.5% | $2,565-27.5% |
| Participant deferral / active EE | $4,181 | $5,946-29.7% | $7,353-43.1% | $3,952+5.8% |
| Admin fee / account holder | $2,555 | $6,934-63.2% | $10,802-76.3% | $6,261-59.2% |