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 | $58,285 | $209,422-72.2% | $178,503-67.3% | $158,982-63.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 11.72% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.3pp |
| Employer contribution / active EE | $2,024 | $5,707-64.5% | $5,011-59.6% | $4,763-57.5% |
| Participant deferral / active EE | $3,912 | $5,955-34.3% | $5,202-24.8% | $5,983-34.6% |
| Admin fee / account holder | $502 | $17,079-97.1% | $13,987-96.4% | $11,252-95.5% |