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 | $46,525 | $202,345-77.0% | $172,755-73.1% | $152,885-69.6% |
| Participation rate | 38.5% | 87.1%-48.6pp | 82.6%-44.2pp | 82.5%-44.0pp |
| Annual return | 26.47% | 1029.77%-1003.3pp | 802.94%-776.5pp | 345.39%-318.9pp |
| Employer contribution / active EE | $1,513 | $5,858-74.2% | $5,144-70.6% | $4,763-68.2% |
| Participant deferral / active EE | $2,684 | $5,948-54.9% | $5,198-48.4% | $5,851-54.1% |
| Admin fee / account holder | $3,016 | $17,111-82.4% | $13,955-78.4% | $11,598-74.0% |