Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,592 | $88,815-21.6% | $81,882-15.0% | $145,897-52.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 18.04% | 1033.75%-1015.7pp | 779.47%-761.4pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,385 | $3,086-22.7% | $2,916-18.2% | $4,663-48.9% |
| Participant deferral / active EE | $5,405 | $4,647+16.3% | $4,323+25.0% | $6,689-19.2% |
| Admin fee / account holder | $2,302 | $8,434-72.7% | $7,360-68.7% | $13,390-82.8% |