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 | $86,215 | $175,231-50.8% | $149,696-42.4% | $139,466-38.2% |
| Participation rate | 47.1% | 83.4%-36.3pp | 78.8%-31.7pp | 80.3%-33.3pp |
| Annual return | 43.16% | 166.77%-123.6pp | 134.46%-91.3pp | 373.66%-330.5pp |
| Employer contribution / active EE | $2,035 | $5,478-62.9% | $4,821-57.8% | $4,754-57.2% |
| Participant deferral / active EE | $3,271 | $6,521-49.8% | $5,682-42.4% | $6,712-51.3% |
| Admin fee / account holder | $643 | $16,155-96.0% | $13,212-95.1% | $11,409-94.4% |