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 | $34,503 | $175,231-80.3% | $149,696-77.0% | $139,466-75.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.30% | 166.77%-146.5pp | 134.46%-114.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $3,360 | $5,478-38.7% | $4,821-30.3% | $4,754-29.3% |
| Participant deferral / active EE | $5,716 | $6,521-12.3% | $5,682+0.6% | $6,712-14.8% |
| Admin fee / account holder | $336 | $16,155-97.9% | $13,212-97.5% | $11,409-97.1% |