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 | $61,041 | $160,070-61.9% | $147,117-58.5% | $145,897-58.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 24.11% | 98.69%-74.6pp | 420.54%-396.4pp | 552.29%-528.2pp |
| Employer contribution / active EE | $2,686 | $5,285-49.2% | $4,932-45.6% | $4,663-42.4% |
| Participant deferral / active EE | $11,067 | $8,419+31.4% | $8,065+37.2% | $6,689+65.4% |
| Admin fee / account holder | $727 | $15,035-95.2% | $12,993-94.4% | $13,390-94.6% |