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 | $67,769 | $159,978-57.6% | $147,041-53.9% | $145,978-53.6% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 11.93% | 98.36%-86.4pp | 419.21%-407.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $4,402 | $5,288-16.8% | $4,935-10.8% | $4,662-5.6% |
| Participant deferral / active EE | $6,547 | $8,429-22.3% | $8,071-18.9% | $6,690-2.1% |
| Admin fee / account holder | $323 | $15,053-97.9% | $13,006-97.5% | $13,400-97.6% |