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 | $66,973 | $125,184-46.5% | $105,607-36.6% | $145,884-54.1% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.7pp |
| Annual return | 9.29% | 225.00%-215.7pp | 116.11%-106.8pp | 551.85%-542.6pp |
| Employer contribution / active EE | $2,600 | $3,720-30.1% | $3,167-17.9% | $4,662-44.2% |
| Participant deferral / active EE | $5,083 | $5,714-11.0% | $5,011+1.4% | $6,690-24.0% |
| Admin fee / account holder | $7,088 | $17,133-58.6% | $10,958-35.3% | $13,392-47.1% |