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 | $55,050 | $57,305-3.9% | $86,640-36.5% | $75,173-26.8% |
| Participation rate | 59.3% | 63.2%-3.9pp | 71.7%-12.4pp | 67.2%-7.9pp |
| Annual return | 18.95% | 2674.24%-2655.3pp | 592.52%-573.6pp | 160.72%-141.8pp |
| Employer contribution / active EE | $2,808 | $2,316+21.2% | $3,024-7.2% | $2,671+5.1% |
| Participant deferral / active EE | $4,813 | $3,320+45.0% | $4,438+8.4% | $4,126+16.6% |
| Admin fee / account holder | $7,773 | $4,116+88.9% | $5,616+38.4% | $5,651+37.6% |