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 | $66,417 | $100,938-34.2% | $90,461-26.6% | $158,982-58.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 15.68% | 1727.20%-1711.5pp | 1294.76%-1279.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,236 | $3,691-66.5% | $3,264-62.1% | $4,763-74.1% |
| Participant deferral / active EE | $1,854 | $4,350-57.4% | $3,964-53.2% | $5,983-69.0% |
| Admin fee / account holder | $1,942 | $6,510-70.2% | $5,617-65.4% | $11,252-82.7% |