Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $89,275 | $154,754-42.3% | $124,206-28.1% | $138,895-35.7% |
| Participation rate | 47.1% | 75.5%-28.4pp | 69.6%-22.5pp | 79.9%-32.9pp |
| Annual return | 22.55% | 709.28%-686.7pp | 515.27%-492.7pp | 145.39%-122.8pp |
| Employer contribution / active EE | $2,772 | $4,446-37.7% | $3,540-21.7% | $4,194-33.9% |
| Participant deferral / active EE | $5,928 | $4,621+28.3% | $3,968+49.4% | $6,396-7.3% |
| Admin fee / account holder | $5,758 | $6,690-13.9% | $5,929-2.9% | $12,562-54.2% |