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 | $36,083 | $88,710-59.3% | $81,783-55.9% | $145,959-75.3% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 19.39% | 1027.26%-1007.9pp | 775.05%-755.7pp | 561.95%-542.6pp |
| Employer contribution / active EE | $643 | $3,083-79.1% | $2,913-77.9% | $4,661-86.2% |
| Participant deferral / active EE | $3,382 | $4,645-27.2% | $4,320-21.7% | $6,689-49.4% |
| Admin fee / account holder | $906 | $8,407-89.2% | $7,380-87.7% | $13,398-93.2% |