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 | $36,269 | $217,432-83.3% | $185,849-80.5% | $167,536-78.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 18.96% | 148.42%-129.5pp | 122.10%-103.1pp | 478.82%-459.9pp |
| Employer contribution / active EE | $3,470 | $5,875-40.9% | $5,169-32.9% | $4,839-28.3% |
| Participant deferral / active EE | $12,630 | $6,357+98.7% | $5,569+126.8% | $6,342+99.1% |
| Admin fee / account holder | $991 | $19,818-95.0% | $16,244-93.9% | $12,315-91.9% |