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 | $93,875 | $99,995-6.1% | $85,063+10.4% | $145,978-35.7% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 20.18% | 83.99%-63.8pp | 66.54%-46.4pp | 550.52%-530.3pp |
| Employer contribution / active EE | $2,383 | $3,231-26.3% | $2,727-12.6% | $4,662-48.9% |
| Participant deferral / active EE | $3,430 | $5,295-35.2% | $4,523-24.2% | $6,690-48.7% |
| Admin fee / account holder | $3,201 | $7,255-55.9% | $6,155-48.0% | $13,400-76.1% |