Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,633 | $209,425-70.1% | $178,499-64.9% | $158,966-60.6% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 25.69% | 188.80%-163.1pp | 151.10%-125.4pp | 302.95%-277.3pp |
| Employer contribution / active EE | $2,465 | $5,707-56.8% | $5,011-50.8% | $4,762-48.3% |
| Participant deferral / active EE | $3,907 | $5,955-34.4% | $5,202-24.9% | $5,983-34.7% |
| Admin fee / account holder | $3,505 | $17,078-79.5% | $13,986-74.9% | $11,250-68.8% |