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 | $97,218 | $160,070-39.3% | $147,117-33.9% | $145,897-33.4% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 10.98% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,650 | $5,285-68.8% | $4,932-66.6% | $4,663-64.6% |
| Participant deferral / active EE | $4,532 | $8,419-46.2% | $8,065-43.8% | $6,689-32.2% |
| Admin fee / account holder | $7,107 | $15,035-52.7% | $12,993-45.3% | $13,390-46.9% |