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 | $32,764 | $96,678-66.1% | $86,640-62.2% | $139,466-76.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 19.48% | 106.69%-87.2pp | 592.52%-573.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $1,451 | $3,265-55.6% | $3,024-52.0% | $4,754-69.5% |
| Participant deferral / active EE | $3,241 | $4,837-33.0% | $4,438-27.0% | $6,712-51.7% |
| Admin fee / account holder | $1,689 | $6,410-73.7% | $5,616-69.9% | $11,409-85.2% |