Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,821 | $176,105-65.5% | $159,474-61.9% | $167,536-63.7% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 32.61% | 331.91%-299.3pp | 263.68%-231.1pp | 478.82%-446.2pp |
| Employer contribution / active EE | $1,125 | $5,299-78.8% | $4,831-76.7% | $4,839-76.8% |
| Participant deferral / active EE | $3,294 | $7,751-57.5% | $7,353-55.2% | $6,342-48.1% |
| Admin fee / account holder | $17,707 | $12,559+41.0% | $10,802+63.9% | $12,315+43.8% |