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 | $97,030 | $111,830-13.2% | $93,696+3.6% | $145,884-33.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 13.14% | 204.08%-190.9pp | 133.74%-120.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,697 | $3,093-45.1% | $2,422-30.0% | $4,662-63.6% |
| Participant deferral / active EE | $6,692 | $4,920+36.0% | $4,417+51.5% | $6,6900% |
| Admin fee / account holder | $408 | $10,249-96.0% | $8,287-95.1% | $13,392-97.0% |