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 | $47,875 | $59,467-19.5% | $93,727-48.9% | $74,478-35.7% |
| Participation rate | 58.0% | 59.6%-1.6pp | 68.7%-10.7pp | 67.2%-9.2pp |
| Annual return | 25.53% | 82.14%-56.6pp | 133.83%-108.3pp | 1370.56%-1345.0pp |
| Employer contribution / active EE | $1,891 | $1,267+49.3% | $2,421-21.9% | $2,626-28.0% |
| Participant deferral / active EE | $3,937 | $3,052+29.0% | $4,417-10.9% | $4,350-9.5% |
| Admin fee / account holder | $1,580 | $3,028-47.8% | $8,292-80.9% | $1,946-18.8% |