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 | $69,929 | $65,555+6.7% | $86,216-18.9% | $75,173-7.0% |
| Participation rate | 52.8% | 60.5%-7.7pp | 69.0%-16.2pp | 67.2%-14.4pp |
| Annual return | 15.63% | 46.07%-30.4pp | 1169.42%-1153.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,423 | $1,553-8.4% | $2,382-40.3% | $2,671-46.7% |
| Participant deferral / active EE | $4,625 | $3,023+53.0% | $3,986+16.0% | $4,126+12.1% |
| Admin fee / account holder | $12,174 | $5,469+122.6% | $6,853+77.6% | $5,651+115.5% |