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 | $89,831 | $160,040-43.9% | $147,096-38.9% | $145,877-38.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.92% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,187 | $5,289-77.6% | $4,936-76.0% | $4,663-74.6% |
| Participant deferral / active EE | $2,916 | $8,429-65.4% | $8,071-63.9% | $6,691-56.4% |
| Admin fee / account holder | $316 | $15,050-97.9% | $13,005-97.6% | $13,402-97.6% |