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 | $101,124 | $175,257-42.3% | $149,717-32.5% | $139,456-27.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.86% | 166.70%-148.8pp | 134.41%-116.5pp | 373.45%-355.6pp |
| Employer contribution / active EE | $1,869 | $5,477-65.9% | $4,820-61.2% | $4,753-60.7% |
| Participant deferral / active EE | $5,501 | $6,521-15.6% | $5,682-3.2% | $6,711-18.0% |
| Admin fee / account holder | $13,105 | $16,156-18.9% | $13,213-0.8% | $11,407+14.9% |