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 | $59,218 | $202,460-70.8% | $169,385-65.0% | $139,456-57.5% |
| Participation rate | 37.5% | 81.1%-43.6pp | 77.2%-39.7pp | 80.3%-42.8pp |
| Annual return | 9.30% | 532.07%-522.8pp | 405.82%-396.5pp | 373.45%-364.1pp |
| Employer contribution / active EE | $1,523 | $4,691-67.5% | $4,012-62.0% | $4,753-68.0% |
| Participant deferral / active EE | $2,725 | $6,938-60.7% | $6,221-56.2% | $6,711-59.4% |
| Admin fee / account holder | $4,427 | $10,719-58.7% | $9,011-50.9% | $11,407-61.2% |