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 | $67,111 | $160,040-58.1% | $147,096-54.4% | $145,877-54.0% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.6pp | 80.3%-32.7pp |
| Annual return | 25.30% | 98.49%-73.2pp | 419.75%-394.5pp | 551.28%-526.0pp |
| Employer contribution / active EE | $2,321 | $5,289-56.1% | $4,936-53.0% | $4,663-50.2% |
| Participant deferral / active EE | $5,703 | $8,429-32.3% | $8,071-29.3% | $6,691-14.8% |
| Admin fee / account holder | $3,232 | $15,050-78.5% | $13,005-75.1% | $13,402-75.9% |