Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,222 | $173,526-70.5% | $136,072-62.4% | $145,884-64.9% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.4%-18.5pp | 80.3%-22.4pp |
| Annual return | 14.04% | 1167.12%-1153.1pp | 580.46%-566.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,075 | $5,285-41.8% | $4,216-27.1% | $4,662-34.1% |
| Participant deferral / active EE | $5,970 | $8,711-31.5% | $7,028-15.1% | $6,690-10.8% |
| Admin fee / account holder | $11,487 | $9,665+18.9% | $6,718+71.0% | $13,392-14.2% |