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 | $92,892 | $160,028-42.0% | $147,080-36.8% | $145,884-36.3% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 10.71% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,894 | $5,286-64.2% | $4,933-61.6% | $4,662-59.4% |
| Participant deferral / active EE | $4,963 | $8,422-41.1% | $8,066-38.5% | $6,690-25.8% |
| Admin fee / account holder | $4,364 | $15,030-71.0% | $12,989-66.4% | $13,392-67.4% |