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 | $69,486 | $209,428-66.8% | $178,498-61.1% | $158,950-56.3% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 11.46% | 188.78%-177.3pp | 151.09%-139.6pp | 302.91%-291.4pp |
| Employer contribution / active EE | $2,517 | $5,707-55.9% | $5,011-49.8% | $4,762-47.1% |
| Participant deferral / active EE | $4,131 | $5,955-30.6% | $5,202-20.6% | $5,983-31.0% |
| Admin fee / account holder | $49,272 | $17,077+188.5% | $13,985+252.3% | $11,248+338.0% |