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 | $47,417 | $149,040-68.2% | $120,225-60.6% | $137,256-65.5% |
| Participation rate | 63.6% | 75.4%-11.8pp | 69.6%-5.9pp | 80.0%-16.3pp |
| Annual return | 18.86% | 605.68%-586.8pp | 439.23%-420.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,261 | $4,350-48.0% | $3,475-35.0% | $4,156-45.6% |
| Participant deferral / active EE | $4,430 | $4,655-4.8% | $3,999+10.8% | $6,407-30.9% |
| Admin fee / account holder | $4,383 | $6,348-30.9% | $5,696-23.0% | $12,270-64.3% |