Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,678 | $96,388-61.9% | $80,627-54.5% | $139,466-73.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 23.24% | 1352.08%-1328.8pp | 936.76%-913.5pp | 373.66%-350.4pp |
| Employer contribution / active EE | $5,140 | $3,260+57.7% | $2,723+88.8% | $4,754+8.1% |
| Participant deferral / active EE | $7,331 | $5,224+40.3% | $4,443+65.0% | $6,712+9.2% |
| Admin fee / account holder | $1,079 | $6,603-83.7% | $5,381-79.9% | $11,409-90.5% |