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 | $34,033 | $165,381-79.4% | $149,730-77.3% | $158,966-78.6% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 69.76% | 348.29%-278.5pp | 276.70%-206.9pp | 302.95%-233.2pp |
| Employer contribution / active EE | $2,892 | $5,104-43.3% | $4,645-37.7% | $4,762-39.3% |
| Participant deferral / active EE | $7,708 | $7,182+7.3% | $6,843+12.7% | $5,983+28.8% |
| Admin fee / account holder | $11,121 | $10,809+2.9% | $9,310+19.4% | $11,250-1.1% |