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 | $87,283 | $160,040-45.5% | $147,096-40.7% | $145,877-40.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.43% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,041 | $5,289-42.5% | $4,936-38.4% | $4,663-34.8% |
| Participant deferral / active EE | $7,785 | $8,429-7.6% | $8,071-3.5% | $6,691+16.4% |
| Admin fee / account holder | $1,848 | $15,050-87.7% | $13,005-85.8% | $13,402-86.2% |