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 | $88,771 | $160,040-44.5% | $147,096-39.7% | $145,877-39.1% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 13.31% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,632 | $5,289-69.1% | $4,936-66.9% | $4,663-65.0% |
| Participant deferral / active EE | $3,165 | $8,429-62.5% | $8,071-60.8% | $6,691-52.7% |
| Admin fee / account holder | $1,092 | $15,050-92.7% | $13,005-91.6% | $13,402-91.9% |