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 | $33,525 | $65,555-48.9% | $86,216-61.1% | $75,173-55.4% |
| Participation rate | 37.1% | 60.5%-23.3pp | 69.0%-31.8pp | 67.2%-30.1pp |
| Annual return | 16.08% | 46.07%-30.0pp | 1169.42%-1153.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $2,390 | $1,553+53.9% | $2,382+0.4% | $2,671-10.5% |
| Participant deferral / active EE | $5,771 | $3,023+90.9% | $3,986+44.8% | $4,126+39.9% |
| Admin fee / account holder | $1,524 | $5,469-72.1% | $6,853-77.8% | $5,651-73.0% |