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 | $80,828 | $68,097+18.7% | $62,929+28.4% | $137,256-41.1% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 17.93% | 1859.11%-1841.2pp | 1063.93%-1046.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $428 | $2,811-84.8% | $2,505-82.9% | $4,156-89.7% |
| Participant deferral / active EE | $7,066 | $4,553+55.2% | $3,888+81.7% | $6,407+10.3% |
| Admin fee / account holder | $611 | $6,521-90.6% | $5,065-87.9% | $12,270-95.0% |