Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,515 | $55,446-10.7% | $155,574-68.2% | $74,429-33.5% |
| Participation rate | 30.7% | 61.9%-31.2pp | 78.2%-47.5pp | 67.2%-36.5pp |
| Annual return | 11.89% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $794 | $2,266-65.0% | $4,676-83.0% | $2,625-69.8% |
| Participant deferral / active EE | $2,721 | $2,836-4.1% | $5,629-51.7% | $4,348-37.4% |
| Admin fee / account holder | $4,506 | $1,743+158.5% | $15,914-71.7% | $1,944+131.7% |