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 | $57,343 | $107,353-46.6% | $92,903-38.3% | $152,885-62.5% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 22.30% | 145.62%-123.3pp | 109.43%-87.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $1,717 | $4,222-59.3% | $3,653-53.0% | $4,763-64.0% |
| Participant deferral / active EE | $3,995 | $4,848-17.6% | $4,238-5.7% | $5,851-31.7% |
| Admin fee / account holder | $715 | $7,081-89.9% | $5,795-87.7% | $11,598-93.8% |