Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,492 | $180,749-68.2% | $160,784-64.2% | $137,256-58.1% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 21.10% | 2234.46%-2213.4pp | 1803.92%-1782.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,923 | $4,155-29.6% | $3,733-21.7% | $4,156-29.7% |
| Participant deferral / active EE | $10,912 | $6,844+59.4% | $6,293+73.4% | $6,407+70.3% |
| Admin fee / account holder | $3,055 | $10,397-70.6% | $9,717-68.6% | $12,270-75.1% |