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 | $72,610 | $149,040-51.3% | $120,225-39.6% | $137,256-47.1% |
| Participation rate | 52.9% | 75.4%-22.5pp | 69.6%-16.6pp | 80.0%-27.0pp |
| Annual return | 23.18% | 605.68%-582.5pp | 439.23%-416.1pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,427 | $4,350-67.2% | $3,475-58.9% | $4,156-65.7% |
| Participant deferral / active EE | $3,933 | $4,655-15.5% | $3,999-1.6% | $6,407-38.6% |
| Admin fee / account holder | $354 | $6,348-94.4% | $5,696-93.8% | $12,270-97.1% |