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 | $72,450 | $102,422-29.3% | $147,117-50.8% | $80,959-10.5% |
| Participation rate | 67.2% | 75.9%-8.7pp | 82.2%-15.0pp | 67.7%-0.5pp |
| Annual return | 114.62% | 135.16%-20.5pp | 420.54%-305.9pp | 35.67%+79.0pp |
| Employer contribution / active EE | $4,689 | $3,717+26.1% | $4,932-4.9% | $2,757+70.1% |
| Participant deferral / active EE | $8,894 | $6,652+33.7% | $8,065+10.3% | $4,300+106.8% |
| Admin fee / account holder | $2,553 | $7,953-67.9% | $12,993-80.4% | $6,925-63.1% |