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 | $46,495 | $217,432-78.6% | $185,849-75.0% | $167,536-72.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.37% | 148.42%-136.0pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $6,404 | $5,875+9.0% | $5,169+23.9% | $4,839+32.3% |
| Participant deferral / active EE | $6,815 | $6,357+7.2% | $5,569+22.4% | $6,342+7.4% |
| Admin fee / account holder | $11,296 | $19,818-43.0% | $16,244-30.5% | $12,315-8.3% |