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 | $63,344 | $90,607-30.1% | $79,467-20.3% | $135,380-53.2% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | 8.13% | 977.74%-969.6pp | 718.30%-710.2pp | 519.81%-511.7pp |
| Employer contribution / active EE | $1,599 | $3,068-47.9% | $2,800-42.9% | $4,779-66.5% |
| Participant deferral / active EE | $3,713 | $4,050-8.3% | $3,704+0.3% | $5,609-33.8% |
| Admin fee / account holder | $2,331 | $5,895-60.5% | $5,104-54.3% | $10,828-78.5% |