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 | $108,279 | $90,691+19.4% | $76,119+42.3% | $145,884-25.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 17.09% | 624.52%-607.4pp | 361.25%-344.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,202 | $3,329-63.9% | $2,693-55.4% | $4,662-74.2% |
| Participant deferral / active EE | $5,275 | $5,167+2.1% | $4,259+23.9% | $6,690-21.1% |
| Admin fee / account holder | $1,159 | $8,383-86.2% | $6,421-82.0% | $13,392-91.3% |