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 | $36,830 | $209,422-82.4% | $178,503-79.4% | $158,982-76.8% |
| Participation rate | 61.1% | 86.4%-25.2pp | 81.9%-20.8pp | 82.0%-20.9pp |
| Annual return | 22.93% | 188.81%-165.9pp | 151.12%-128.2pp | 302.99%-280.1pp |
| Employer contribution / active EE | $1,932 | $5,707-66.1% | $5,011-61.4% | $4,763-59.4% |
| Participant deferral / active EE | $3,710 | $5,955-37.7% | $5,202-28.7% | $5,983-38.0% |
| Admin fee / account holder | $1,228 | $17,079-92.8% | $13,987-91.2% | $11,252-89.1% |