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 | $130,579 | $176,120-25.9% | $159,487-18.1% | $167,553-22.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.32% | 331.95%-315.6pp | 263.71%-247.4pp | 478.89%-462.6pp |
| Employer contribution / active EE | $2,213 | $5,299-58.2% | $4,831-54.2% | $4,840-54.3% |
| Participant deferral / active EE | $8,309 | $7,752+7.2% | $7,354+13.0% | $6,343+31.0% |
| Admin fee / account holder | $392 | $12,561-96.9% | $10,804-96.4% | $12,316-96.8% |