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 | $38,047 | $58,391-34.8% | $76,667-50.4% | $72,976-47.9% |
| Participation rate | 46.9% | 67.4%-20.5pp | 72.1%-25.2pp | 69.5%-22.6pp |
| Annual return | 23.07% | 2306.65%-2283.6pp | 1166.74%-1143.7pp | 81.02%-57.9pp |
| Employer contribution / active EE | $2,540 | $1,787+42.2% | $2,303+10.3% | $2,440+4.1% |
| Participant deferral / active EE | $4,025 | $2,690+49.6% | $3,336+20.7% | $3,608+11.6% |
| Admin fee / account holder | $10,999 | $4,014+174.0% | $6,423+71.2% | $5,124+114.6% |