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 | $78,699 | $81,643-3.6% | $70,462+11.7% | $158,950-50.5% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 13.23% | 208.51%-195.3pp | 109.08%-95.8pp | 302.91%-289.7pp |
| Employer contribution / active EE | $2,267 | $3,218-29.6% | $2,737-17.2% | $4,762-52.4% |
| Participant deferral / active EE | $9,187 | $4,555+101.7% | $3,710+147.7% | $5,983+53.6% |
| Admin fee / account holder | $25,691 | $6,194+314.8% | $3,845+568.1% | $11,248+128.4% |