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 | $45,548 | $48,314-5.7% | $67,561-32.6% | $80,925-43.7% |
| Participation rate | 69.7% | 66.4%+3.3pp | 72.9%-3.2pp | 67.7%+2.0pp |
| Annual return | 46.22% | 18.28%+27.9pp | 3525.44%-3479.2pp | 35.65%+10.6pp |
| Employer contribution / active EE | $1,502 | $2,022-25.7% | $2,735-45.1% | $2,756-45.5% |
| Participant deferral / active EE | $5,919 | $2,927+102.3% | $4,003+47.9% | $4,299+37.7% |
| Admin fee / account holder | $472 | $3,690-87.2% | $4,006-88.2% | $6,940-93.2% |