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 | $139,708 | $149,040-6.3% | $120,225+16.2% | $137,256+1.8% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 13.03% | 605.68%-592.7pp | 439.23%-426.2pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,757 | $4,350-59.6% | $3,475-49.5% | $4,156-57.7% |
| Participant deferral / active EE | $2,867 | $4,655-38.4% | $3,999-28.3% | $6,407-55.2% |
| Admin fee / account holder | $1,363 | $6,348-78.5% | $5,696-76.1% | $12,270-88.9% |