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 | $69,092 | $150,412-54.1% | $120,574-42.7% | $145,884-52.6% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 23.53% | 154.50%-131.0pp | 107.42%-83.9pp | 551.85%-528.3pp |
| Employer contribution / active EE | $2,166 | $4,355-50.3% | $3,471-37.6% | $4,662-53.6% |
| Participant deferral / active EE | $4,744 | $6,175-23.2% | $4,996-5.0% | $6,690-29.1% |
| Admin fee / account holder | $1,495 | $12,224-87.8% | $9,445-84.2% | $13,392-88.8% |