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 | $123,718 | $165,381-25.2% | $149,730-17.4% | $158,966-22.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.72% | 348.29%-337.6pp | 276.70%-266.0pp | 302.95%-292.2pp |
| Employer contribution / active EE | $2,231 | $5,104-56.3% | $4,645-52.0% | $4,762-53.1% |
| Participant deferral / active EE | $5,864 | $7,182-18.4% | $6,843-14.3% | $5,983-2.0% |
| Admin fee / account holder | $1,538 | $10,809-85.8% | $9,310-83.5% | $11,250-86.3% |