Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,784 | $180,749-79.6% | $160,784-77.1% | $137,256-73.2% |
| Participation rate | 52.4% | 80.0%-27.6pp | 77.0%-24.6pp | 80.0%-27.6pp |
| Annual return | 18.11% | 2234.46%-2216.4pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,006 | $4,155-75.8% | $3,733-73.0% | $4,156-75.8% |
| Participant deferral / active EE | $2,799 | $6,844-59.1% | $6,293-55.5% | $6,407-56.3% |
| Admin fee / account holder | $451 | $10,397-95.7% | $9,717-95.4% | $12,270-96.3% |