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 | $61,052 | $102,635-40.5% | $86,209-29.2% | $139,456-56.2% |
| Participation rate | 65.0% | 74.5%-9.5pp | 69.0%-4.0pp | 80.3%-15.3pp |
| Annual return | 18.20% | 1923.53%-1905.3pp | 1169.05%-1150.9pp | 373.45%-355.3pp |
| Employer contribution / active EE | $2,327 | $3,034-23.3% | $2,381-2.3% | $4,753-51.0% |
| Participant deferral / active EE | $5,588 | $4,677+19.5% | $3,986+40.2% | $6,711-16.7% |
| Admin fee / account holder | $779 | $8,661-91.0% | $6,853-88.6% | $11,407-93.2% |