Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $82,391 | $90,691-9.2% | $76,119+8.2% | $145,884-43.5% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.1%-30.6pp | 80.3%-41.8pp |
| Annual return | 16.42% | 624.52%-608.1pp | 361.25%-344.8pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,686 | $3,329-49.4% | $2,693-37.4% | $4,662-63.8% |
| Participant deferral / active EE | $8,668 | $5,167+67.7% | $4,259+103.5% | $6,690+29.6% |
| Admin fee / account holder | $2,559 | $8,383-69.5% | $6,421-60.1% | $13,392-80.9% |