Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,536 | $209,425-63.9% | $178,499-57.7% | $158,966-52.5% |
| Participation rate | 68.4% | 86.4%-17.9pp | 81.9%-13.5pp | 82.0%-13.5pp |
| Annual return | 18.58% | 188.80%-170.2pp | 151.10%-132.5pp | 302.95%-284.4pp |
| Employer contribution / active EE | $2,211 | $5,707-61.3% | $5,011-55.9% | $4,762-53.6% |
| Participant deferral / active EE | $3,419 | $5,955-42.6% | $5,202-34.3% | $5,983-42.9% |
| Admin fee / account holder | $3,001 | $17,078-82.4% | $13,986-78.5% | $11,250-73.3% |