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 | $90,301 | $183,539-50.8% | $155,556-41.9% | $145,897-38.1% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.1pp | 80.3%-28.1pp |
| Annual return | 41.23% | 61.31%-20.1pp | 64.84%-23.6pp | 552.29%-511.1pp |
| Employer contribution / active EE | $4,233 | $5,315-20.4% | $4,675-9.5% | $4,663-9.2% |
| Participant deferral / active EE | $5,000 | $6,467-22.7% | $5,631-11.2% | $6,689-25.3% |
| Admin fee / account holder | $1,901 | $19,275-90.1% | $15,885-88.0% | $13,390-85.8% |