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 | $52,017 | $96,361-46.0% | $80,607-35.5% | $139,456-62.7% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 14.92% | 1350.95%-1336.0pp | 936.11%-921.2pp | 373.45%-358.5pp |
| Employer contribution / active EE | $1,357 | $3,262-58.4% | $2,724-50.2% | $4,753-71.5% |
| Participant deferral / active EE | $1,888 | $5,232-63.9% | $4,448-57.5% | $6,711-71.9% |
| Admin fee / account holder | $577 | $6,601-91.3% | $5,379-89.3% | $11,407-94.9% |