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 | $76,897 | $88,702-13.3% | $81,780-6.0% | $145,978-47.3% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 14.32% | 1029.12%-1014.8pp | 776.27%-761.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,595 | $3,084-48.3% | $2,914-45.3% | $4,662-65.8% |
| Participant deferral / active EE | $3,883 | $4,645-16.4% | $4,321-10.1% | $6,690-42.0% |
| Admin fee / account holder | $881 | $8,414-89.5% | $7,384-88.1% | $13,400-93.4% |