Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,077 | $90,691-34.9% | $76,119-22.4% | $145,884-59.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.21% | 624.52%-613.3pp | 361.25%-350.0pp | 551.85%-540.6pp |
| Employer contribution / active EE | $4,917 | $3,329+47.7% | $2,693+82.6% | $4,662+5.5% |
| Participant deferral / active EE | $9,869 | $5,167+91.0% | $4,259+131.7% | $6,690+47.5% |
| Admin fee / account holder | $1,829 | $8,383-78.2% | $6,421-71.5% | $13,392-86.3% |