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 | $75,308 | $106,008-29.0% | $92,240-18.4% | $147,586-49.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 20.23% | 50.05%-29.8pp | 176.29%-156.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $2,931 | $4,333-32.4% | $3,680-20.3% | $4,876-39.9% |
| Participant deferral / active EE | $5,537 | $4,478+23.6% | $3,897+42.1% | $5,439+1.8% |
| Admin fee / account holder | $4,402 | $6,333-30.5% | $5,194-15.2% | $10,886-59.6% |