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 | $80,291 | $102,663-21.8% | $86,216-6.9% | $139,466-42.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 13.11% | 1924.52%-1911.4pp | 1169.42%-1156.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $3,115 | $3,035+2.6% | $2,382+30.8% | $4,754-34.5% |
| Participant deferral / active EE | $5,340 | $4,677+14.2% | $3,986+34.0% | $6,712-20.4% |
| Admin fee / account holder | $12,586 | $8,663+45.3% | $6,853+83.6% | $11,409+10.3% |