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 | $32,315 | $58,391-44.7% | $76,667-57.8% | $72,976-55.7% |
| Participation rate | 52.5% | 67.4%-14.8pp | 72.1%-19.6pp | 69.5%-16.9pp |
| Annual return | 25.37% | 2306.65%-2281.3pp | 1166.74%-1141.4pp | 81.02%-55.6pp |
| Employer contribution / active EE | $1,641 | $1,787-8.2% | $2,303-28.7% | $2,440-32.7% |
| Participant deferral / active EE | $4,569 | $2,690+69.8% | $3,336+37.0% | $3,608+26.6% |
| Admin fee / account holder | $12,218 | $4,014+204.4% | $6,423+90.2% | $5,124+138.4% |