Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $80,325 | $150,412-46.6% | $120,574-33.4% | $145,884-44.9% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 13.65% | 154.50%-140.9pp | 107.42%-93.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,819 | $4,355-35.3% | $3,471-18.8% | $4,662-39.5% |
| Participant deferral / active EE | $8,292 | $6,175+34.3% | $4,996+66.0% | $6,690+23.9% |
| Admin fee / account holder | $890 | $12,224-92.7% | $9,445-90.6% | $13,392-93.4% |