Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $90,621 | $166,131-45.5% | $164,975-45.1% | $145,877-37.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 555.36% | 100.37%+455.0pp | 70.12%+485.2pp | 551.28%+4.1pp |
| Employer contribution / active EE | $1,872 | $5,276-64.5% | $4,343-56.9% | $4,663-59.9% |
| Participant deferral / active EE | $3,021 | $6,962-56.6% | $6,033-49.9% | $6,691-54.8% |
| Admin fee / account holder | $6,448 | $16,648-61.3% | $12,688-49.2% | $13,402-51.9% |