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 | $69,096 | $72,071-4.1% | $68,368+1.1% | $137,256-49.7% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 19.36% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,440 | $2,788+23.4% | $2,649+29.9% | $4,156-17.2% |
| Participant deferral / active EE | $4,094 | $4,410-7.2% | $4,123-0.7% | $6,407-36.1% |
| Admin fee / account holder | $354 | $5,336-93.4% | $5,150-93.1% | $12,270-97.1% |