Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,037 | $107,353-64.6% | $92,903-59.1% | $152,885-75.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 21.91% | 145.62%-123.7pp | 109.43%-87.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $1,625 | $4,222-61.5% | $3,653-55.5% | $4,763-65.9% |
| Participant deferral / active EE | $3,589 | $4,848-26.0% | $4,238-15.3% | $5,851-38.7% |
| Admin fee / account holder | $2,862 | $7,081-59.6% | $5,795-50.6% | $11,598-75.3% |