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 | $57,038 | $124,175-54.1% | $108,405-47.4% | $167,536-66.0% |
| Participation rate | 54.5% | 82.3%-27.7pp | 80.1%-25.6pp | 82.1%-27.6pp |
| Annual return | 22.32% | 1380.13%-1357.8pp | 905.55%-883.2pp | 478.82%-456.5pp |
| Employer contribution / active EE | $1,825 | $4,188-56.4% | $3,559-48.7% | $4,839-62.3% |
| Participant deferral / active EE | $4,056 | $6,908-41.3% | $6,563-38.2% | $6,342-36.0% |
| Admin fee / account holder | $4,935 | $9,457-47.8% | $7,297-32.4% | $12,315-59.9% |