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 | $123,816 | $202,342-38.8% | $172,753-28.3% | $152,909-19.0% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 26.20% | 1029.88%-1003.7pp | 803.00%-776.8pp | 345.46%-319.3pp |
| Employer contribution / active EE | $1,644 | $5,857-71.9% | $5,144-68.0% | $4,764-65.5% |
| Participant deferral / active EE | $3,082 | $5,948-48.2% | $5,198-40.7% | $5,851-47.3% |
| Admin fee / account holder | $3,960 | $17,112-76.9% | $13,956-71.6% | $11,601-65.9% |