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 | $105,054 | $101,539+3.5% | $147,041-28.6% | $74,400+41.2% |
| Participation rate | 60.3% | 75.5%-15.2pp | 82.2%-21.9pp | 67.2%-6.9pp |
| Annual return | 15.67% | 8740.84%-8725.2pp | 419.21%-403.5pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $1,402 | $3,811-63.2% | $4,935-71.6% | $2,624-46.6% |
| Participant deferral / active EE | $5,123 | $7,304-29.9% | $8,071-36.5% | $4,348+17.8% |
| Admin fee / account holder | $9,048 | $1,749+417.2% | $13,006-30.4% | $1,944+365.5% |