Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,180 | $90,614-62.3% | $76,089-55.1% | $145,877-76.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 12.17% | 623.80%-611.6pp | 360.94%-348.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,950 | $3,324-41.3% | $2,690-27.5% | $4,663-58.2% |
| Participant deferral / active EE | $4,826 | $5,168-6.6% | $4,259+13.3% | $6,691-27.9% |
| Admin fee / account holder | $1,520 | $8,376-81.9% | $6,418-76.3% | $13,402-88.7% |