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 | $102,358 | $108,701-5.8% | $74,723+37.0% | $152,909-33.1% |
| Participation rate | 35.0% | 65.4%-30.4pp | 54.5%-19.5pp | 82.5%-47.5pp |
| Annual return | 18.43% | 114.12%-95.7pp | 753.18%-734.8pp | 345.46%-327.0pp |
| Employer contribution / active EE | $849 | $1,504-43.6% | $1,084-21.7% | $4,764-82.2% |
| Participant deferral / active EE | $2,954 | $2,709+9.0% | $1,962+50.6% | $5,851-49.5% |
| Admin fee / account holder | $705 | $4,906-85.6% | $3,335-78.8% | $11,601-93.9% |