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 | $48,118 | $183,539-73.8% | $155,556-69.1% | $145,897-67.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 12.81% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,319 | $5,315-75.2% | $4,675-71.8% | $4,663-71.7% |
| Participant deferral / active EE | $2,444 | $6,467-62.2% | $5,631-56.6% | $6,689-63.5% |
| Admin fee / account holder | $3,227 | $19,275-83.3% | $15,885-79.7% | $13,390-75.9% |