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 | $71,535 | $80,812-11.5% | $160,784-55.5% | $82,448-13.2% |
| Participation rate | 61.5% | 66.2%-4.8pp | 77.0%-15.5pp | 68.1%-6.6pp |
| Annual return | 19.75% | 100.59%-80.8pp | 1803.92%-1784.2pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,845 | $2,174+30.9% | $3,733-23.8% | $2,551+11.5% |
| Participant deferral / active EE | $4,381 | $4,335+1.0% | $6,293-30.4% | $4,139+5.8% |
| Admin fee / account holder | $2,081 | $7,695-73.0% | $9,717-78.6% | $7,234-71.2% |