Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,021 | $175,231-72.6% | $149,696-67.9% | $139,466-65.6% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 16.75% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,277 | $5,478-58.4% | $4,821-52.8% | $4,754-52.1% |
| Participant deferral / active EE | $4,240 | $6,521-35.0% | $5,682-25.4% | $6,712-36.8% |
| Admin fee / account holder | $1,210 | $16,155-92.5% | $13,212-90.8% | $11,409-89.4% |