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 | $67,723 | $111,830-39.4% | $93,696-27.7% | $145,884-53.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 15.40% | 204.08%-188.7pp | 133.74%-118.3pp | 551.85%-536.4pp |
| Employer contribution / active EE | $4,233 | $3,093+36.9% | $2,422+74.8% | $4,662-9.2% |
| Participant deferral / active EE | $5,478 | $4,920+11.3% | $4,417+24.0% | $6,690-18.1% |
| Admin fee / account holder | $332 | $10,249-96.8% | $8,287-96.0% | $13,392-97.5% |