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 | $35,378 | $183,978-80.8% | $162,171-78.2% | $152,885-76.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 29.20% | 150.78%-121.6pp | 115.60%-86.4pp | 345.39%-316.2pp |
| Employer contribution / active EE | $4,568 | $6,370-28.3% | $5,613-18.6% | $4,763-4.1% |
| Participant deferral / active EE | $8,350 | $8,033+4.0% | $7,297+14.4% | $5,851+42.7% |
| Admin fee / account holder | $1,010 | $13,122-92.3% | $10,843-90.7% | $11,598-91.3% |