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 | $66,415 | $88,778-25.2% | $81,844-18.9% | $145,884-54.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.09% | 1033.03%-1022.9pp | 778.87%-768.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,235 | $3,087-27.6% | $2,916-23.4% | $4,662-52.1% |
| Participant deferral / active EE | $5,820 | $4,648+25.2% | $4,323+34.6% | $6,690-13.0% |
| Admin fee / account holder | $711 | $8,430-91.6% | $7,355-90.3% | $13,392-94.7% |