Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,044 | $160,028-64.4% | $147,080-61.2% | $145,884-60.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 146.47% | 98.60%+47.9pp | 420.17%-273.7pp | 551.85%-405.4pp |
| Employer contribution / active EE | $2,276 | $5,286-56.9% | $4,933-53.9% | $4,662-51.2% |
| Participant deferral / active EE | $5,520 | $8,422-34.5% | $8,066-31.6% | $6,690-17.5% |
| Admin fee / account holder | $3,052 | $15,030-79.7% | $12,989-76.5% | $13,392-77.2% |