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 | $64,129 | $108,911-41.1% | $100,392-36.1% | $145,884-56.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 12.25% | 58.23%-46.0pp | 49.45%-37.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $20,700 | $4,420+368.3% | $3,941+425.2% | $4,662+344.0% |
| Participant deferral / active EE | $12,996 | $8,459+53.6% | $8,090+60.6% | $6,690+94.3% |
| Admin fee / account holder | $3,600 | $9,698-62.9% | $7,904-54.5% | $13,392-73.1% |