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 | $50,524 | $175,231-71.2% | $149,696-66.2% | $139,466-63.8% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 16.16% | 166.77%-150.6pp | 134.46%-118.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,465 | $5,478-73.3% | $4,821-69.6% | $4,754-69.2% |
| Participant deferral / active EE | $2,696 | $6,521-58.7% | $5,682-52.6% | $6,712-59.8% |
| Admin fee / account holder | $874 | $16,155-94.6% | $13,212-93.4% | $11,409-92.3% |