Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $65,159 | $90,691-28.2% | $76,119-14.4% | $145,884-55.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 25.93% | 624.52%-598.6pp | 361.25%-335.3pp | 551.85%-525.9pp |
| Employer contribution / active EE | $2,718 | $3,329-18.4% | $2,693+0.9% | $4,662-41.7% |
| Participant deferral / active EE | $6,131 | $5,167+18.6% | $4,259+43.9% | $6,690-8.4% |
| Admin fee / account holder | $739 | $8,383-91.2% | $6,421-88.5% | $13,392-94.5% |