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 | $87,102 | $114,073-23.6% | $96,161-9.4% | $167,518-48.0% |
| Participation rate | 28.6% | 75.1%-46.5pp | 68.4%-39.9pp | 82.1%-53.5pp |
| Annual return | 9.31% | 189.95%-180.6pp | 192.01%-182.7pp | 478.71%-469.4pp |
| Employer contribution / active EE | $1,185 | $3,428-65.4% | $2,798-57.7% | $4,838-75.5% |
| Participant deferral / active EE | $6,500 | $5,195+25.1% | $4,349+49.4% | $6,342+2.5% |
| Admin fee / account holder | $968 | $6,899-86.0% | $5,538-82.5% | $12,312-92.1% |