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 | $51,017 | $107,368-52.5% | $92,915-45.1% | $152,909-66.6% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.5%-14.3pp |
| Annual return | 18.44% | 145.64%-127.2pp | 109.45%-91.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $884 | $4,222-79.1% | $3,653-75.8% | $4,764-81.4% |
| Participant deferral / active EE | $2,216 | $4,848-54.3% | $4,238-47.7% | $5,851-62.1% |
| Admin fee / account holder | $1,772 | $7,082-75.0% | $5,796-69.4% | $11,601-84.7% |