Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $78,747 | $180,749-56.4% | $160,784-51.0% | $137,256-42.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.05% | 2234.46%-2219.4pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $735 | $4,155-82.3% | $3,733-80.3% | $4,156-82.3% |
| Participant deferral / active EE | $3,670 | $6,844-46.4% | $6,293-41.7% | $6,407-42.7% |
| Admin fee / account holder | $8,554 | $10,397-17.7% | $9,717-12.0% | $12,270-30.3% |