Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $108,783 | $114,093-4.7% | $96,171+13.1% | $167,536-35.1% |
| Participation rate | 47.6% | 75.1%-27.4pp | 68.4%-20.8pp | 82.1%-34.5pp |
| Annual return | 15.00% | 190.00%-175.0pp | 192.04%-177.0pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,222 | $3,429-64.4% | $2,799-56.3% | $4,839-74.7% |
| Participant deferral / active EE | $4,171 | $5,197-19.7% | $4,350-4.1% | $6,342-34.2% |
| Admin fee / account holder | $957 | $6,899-86.1% | $5,538-82.7% | $12,315-92.2% |