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 | $95,905 | $155,833-38.5% | $124,693-23.1% | $167,518-42.7% |
| Participation rate | 55.6% | 81.1%-25.5pp | 74.6%-19.1pp | 82.1%-26.6pp |
| Annual return | 13.17% | 17.98%-4.8pp | 5144.19%-5131.0pp | 478.71%-465.5pp |
| Employer contribution / active EE | $1,298 | $4,164-68.8% | $3,324-61.0% | $4,838-73.2% |
| Participant deferral / active EE | $3,043 | $5,675-46.4% | $4,615-34.1% | $6,342-52.0% |
| Admin fee / account holder | $659 | $9,534-93.1% | $7,494-91.2% | $12,312-94.6% |