Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $68,872 | $65,555+5.1% | $86,216-20.1% | $75,173-8.4% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 13.71% | 46.07%-32.4pp | 1169.42%-1155.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,348 | $1,553-13.2% | $2,382-43.4% | $2,671-49.5% |
| Participant deferral / active EE | $3,141 | $3,023+3.9% | $3,986-21.2% | $4,126-23.9% |
| Admin fee / account holder | $5,120 | $5,469-6.4% | $6,853-25.3% | $5,651-9.4% |