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 | $83,071 | $169,336-50.9% | $129,384-35.8% | $145,884-43.1% |
| Participation rate | 35.0% | 76.5%-41.5pp | 69.6%-34.6pp | 80.3%-45.3pp |
| Annual return | 12.41% | 14408.70%-14396.3pp | 9461.77%-9449.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,180 | $5,540-78.7% | $4,153-71.6% | $4,662-74.7% |
| Participant deferral / active EE | $3,060 | $4,985-38.6% | $4,166-26.6% | $6,690-54.3% |
| Admin fee / account holder | $1,923 | $9,912-80.6% | $7,686-75.0% | $13,392-85.6% |