Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,453 | $159,978-68.5% | $147,041-65.7% | $145,978-65.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 23.09% | 98.36%-75.3pp | 419.21%-396.1pp | 550.52%-527.4pp |
| Employer contribution / active EE | $3,258 | $5,288-38.4% | $4,935-34.0% | $4,662-30.1% |
| Participant deferral / active EE | $4,883 | $8,429-42.1% | $8,071-39.5% | $6,690-27.0% |
| Admin fee / account holder | $1,307 | $15,053-91.3% | $13,006-90.0% | $13,400-90.2% |