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 | $60,691 | $110,801-45.2% | $86,868-30.1% | $167,518-63.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 71.6%-5.0pp | 82.1%-15.4pp |
| Annual return | 41.86% | 117.00%-75.1pp | 63.53%-21.7pp | 478.71%-436.8pp |
| Employer contribution / active EE | $2,283 | $3,245-29.6% | $2,496-8.5% | $4,838-52.8% |
| Participant deferral / active EE | $8,546 | $4,547+88.0% | $3,699+131.0% | $6,342+34.8% |
| Admin fee / account holder | $26,060 | $8,417+209.6% | $5,829+347.1% | $12,312+111.7% |