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 | $109,400 | $144,130-24.1% | $117,861-7.2% | $147,586-25.9% |
| Participation rate | 54.5% | 83.4%-28.9pp | 79.7%-25.1pp | 82.8%-28.3pp |
| Annual return | 19.20% | 531.20%-512.0pp | 335.11%-315.9pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,763 | $4,897-43.6% | $3,786-27.0% | $4,876-43.3% |
| Participant deferral / active EE | $3,064 | $5,316-42.4% | $4,482-31.6% | $5,439-43.7% |
| Admin fee / account holder | $672 | $10,887-93.8% | $8,021-91.6% | $10,886-93.8% |