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 | $80,139 | $166,131-51.8% | $164,975-51.4% | $145,877-45.1% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.6%-10.4pp | 80.3%-12.1pp |
| Annual return | 12.44% | 100.37%-87.9pp | 70.12%-57.7pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,950 | $5,276-63.0% | $4,343-55.1% | $4,663-58.2% |
| Participant deferral / active EE | $4,826 | $6,962-30.7% | $6,033-20.0% | $6,691-27.9% |
| Admin fee / account holder | $676 | $16,648-95.9% | $12,688-94.7% | $13,402-95.0% |