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 | $105,358 | $175,259-39.9% | $149,723-29.6% | $139,487-24.5% |
| Participation rate | 52.2% | 83.4%-31.2pp | 78.8%-26.6pp | 80.3%-28.2pp |
| Annual return | 11.99% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.8pp |
| Employer contribution / active EE | $1,336 | $5,478-75.6% | $4,821-72.3% | $4,755-71.9% |
| Participant deferral / active EE | $4,673 | $6,522-28.3% | $5,682-17.8% | $6,713-30.4% |
| Admin fee / account holder | $2,622 | $16,158-83.8% | $13,215-80.2% | $11,407-77.0% |