Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,942 | $176,105-68.8% | $159,474-65.5% | $167,536-67.2% |
| Participation rate | 45.0% | 85.0%-40.0pp | 82.8%-37.8pp | 82.1%-37.1pp |
| Annual return | 15.51% | 331.91%-316.4pp | 263.68%-248.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,498 | $5,299-71.7% | $4,831-69.0% | $4,839-69.1% |
| Participant deferral / active EE | $3,654 | $7,751-52.9% | $7,353-50.3% | $6,342-42.4% |
| Admin fee / account holder | $305 | $12,559-97.6% | $10,802-97.2% | $12,315-97.5% |