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 | $70,440 | $107,368-34.4% | $92,915-24.2% | $152,909-53.9% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 21.24% | 145.64%-124.4pp | 109.45%-88.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $7,382 | $4,222+74.8% | $3,653+102.0% | $4,764+55.0% |
| Participant deferral / active EE | $3,677 | $4,848-24.2% | $4,238-13.2% | $5,851-37.2% |
| Admin fee / account holder | $1,640 | $7,082-76.8% | $5,796-71.7% | $11,601-85.9% |