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 | $46,067 | $88,754-48.1% | $81,820-43.7% | $145,877-68.4% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 11.81% | 1031.77%-1020.0pp | 777.93%-766.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,637 | $3,085-46.9% | $2,915-43.8% | $4,663-64.9% |
| Participant deferral / active EE | $6,705 | $4,648+44.3% | $4,323+55.1% | $6,691+0.2% |
| Admin fee / account holder | $2,784 | $8,424-66.9% | $7,391-62.3% | $13,402-79.2% |