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 | $45,224 | $176,077-74.3% | $159,455-71.6% | $167,518-73.0% |
| Participation rate | 35.3% | 84.9%-49.7pp | 82.8%-47.5pp | 82.1%-46.8pp |
| Annual return | 16.37% | 331.83%-315.5pp | 263.63%-247.3pp | 478.71%-462.3pp |
| Employer contribution / active EE | $1,448 | $5,298-72.7% | $4,830-70.0% | $4,838-70.1% |
| Participant deferral / active EE | $3,209 | $7,751-58.6% | $7,353-56.4% | $6,342-49.4% |
| Admin fee / account holder | $995 | $12,556-92.1% | $10,800-90.8% | $12,312-91.9% |