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 | $38,198 | $149,040-74.4% | $120,225-68.2% | $137,256-72.2% |
| Participation rate | 55.6% | 75.4%-19.9pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 14.44% | 605.68%-591.2pp | 439.23%-424.8pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,754 | $4,350-13.7% | $3,475+8.0% | $4,156-9.7% |
| Participant deferral / active EE | $1,983 | $4,655-57.4% | $3,999-50.4% | $6,407-69.0% |
| Admin fee / account holder | $381 | $6,348-94.0% | $5,696-93.3% | $12,270-96.9% |