Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $237,782 | $81,763+190.8% | $58,561+306.0% | $139,466+70.5% |
| Participation rate | 5.0% | 61.3%-56.3pp | 50.9%-45.9pp | 80.3%-75.3pp |
| Annual return | 16.75% | 7427.77%-7411.0pp | 4251.33%-4234.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $262 | $1,398-81.3% | $1,053-75.1% | $4,754-94.5% |
| Participant deferral / active EE | $1,392 | $2,555-45.5% | $1,923-27.6% | $6,712-79.3% |
| Admin fee / account holder | $1,059 | $3,273-67.6% | $2,520-58.0% | $11,409-90.7% |