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 | $71,775 | $30,421+135.9% | $56,077+28.0% | $74,429-3.6% |
| Participation rate | 24.5% | 32.9%-8.3pp | 52.5%-28.0pp | 67.2%-42.7pp |
| Annual return | 13.89% | 24.94%-11.0pp | 1709.28%-1695.4pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $531 | $610-12.9% | $1,040-48.9% | $2,625-79.8% |
| Participant deferral / active EE | $1,090 | $1,175-7.2% | $1,954-44.2% | $4,348-74.9% |
| Admin fee / account holder | $2,386 | $2,363+1.0% | $2,825-15.5% | $1,944+22.7% |