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 | $33,277 | $176,077-81.1% | $159,455-79.1% | $167,518-80.1% |
| Participation rate | 61.1% | 84.9%-23.8pp | 82.8%-21.7pp | 82.1%-21.0pp |
| Annual return | 17.52% | 331.83%-314.3pp | 263.63%-246.1pp | 478.71%-461.2pp |
| Employer contribution / active EE | $1,737 | $5,298-67.2% | $4,830-64.0% | $4,838-64.1% |
| Participant deferral / active EE | $4,427 | $7,751-42.9% | $7,353-39.8% | $6,342-30.2% |
| Admin fee / account holder | $16,231 | $12,556+29.3% | $10,800+50.3% | $12,312+31.8% |