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 | $132,023 | $202,342-34.8% | $172,752-23.6% | $152,897-13.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 12.61% | 1029.83%-1017.2pp | 802.97%-790.4pp | 345.43%-332.8pp |
| Employer contribution / active EE | $1,904 | $5,858-67.5% | $5,144-63.0% | $4,764-60.0% |
| Participant deferral / active EE | $5,450 | $5,948-8.4% | $5,198+4.8% | $5,851-6.9% |
| Admin fee / account holder | $524 | $17,111-96.9% | $13,955-96.2% | $11,599-95.5% |