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 | $91,520 | $160,040-42.8% | $147,096-37.8% | $145,877-37.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.20% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,268 | $5,289-57.1% | $4,936-54.0% | $4,663-51.4% |
| Participant deferral / active EE | $3,059 | $8,429-63.7% | $8,071-62.1% | $6,691-54.3% |
| Admin fee / account holder | $7,592 | $15,050-49.6% | $13,005-41.6% | $13,402-43.3% |