Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,017 | $159,978-72.5% | $147,041-70.1% | $145,978-69.8% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 11.48% | 98.36%-86.9pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,310 | $5,288-75.2% | $4,935-73.5% | $4,662-71.9% |
| Participant deferral / active EE | $5,017 | $8,429-40.5% | $8,071-37.8% | $6,690-25.0% |
| Admin fee / account holder | $6,351 | $15,053-57.8% | $13,006-51.2% | $13,400-52.6% |