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 | $81,098 | $176,077-53.9% | $159,455-49.1% | $167,518-51.6% |
| Participation rate | 46.2% | 84.9%-38.8pp | 82.8%-36.7pp | 82.1%-36.0pp |
| Annual return | 25.46% | 331.83%-306.4pp | 263.63%-238.2pp | 478.71%-453.3pp |
| Employer contribution / active EE | $2,137 | $5,298-59.7% | $4,830-55.7% | $4,838-55.8% |
| Participant deferral / active EE | $5,831 | $7,751-24.8% | $7,353-20.7% | $6,342-8.1% |
| Admin fee / account holder | $1,655 | $12,556-86.8% | $10,800-84.7% | $12,312-86.6% |