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 | $97,721 | $112,933-13.5% | $90,970+7.4% | $158,982-38.5% |
| Participation rate | 38.9% | 74.7%-35.8pp | 69.0%-30.1pp | 82.0%-43.1pp |
| Annual return | 30.85% | 215.82%-185.0pp | 134.60%-103.7pp | 302.99%-272.1pp |
| Employer contribution / active EE | $1,002 | $2,893-65.4% | $2,122-52.8% | $4,763-79.0% |
| Participant deferral / active EE | $2,105 | $4,128-49.0% | $3,373-37.6% | $5,983-64.8% |
| Admin fee / account holder | $2,200 | $8,047-72.7% | $5,961-63.1% | $11,252-80.4% |