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 | $30,445 | $72,071-57.8% | $68,368-55.5% | $137,256-77.8% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.0%-21.1pp |
| Annual return | 18.33% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $895 | $2,788-67.9% | $2,649-66.2% | $4,156-78.5% |
| Participant deferral / active EE | $4,817 | $4,410+9.2% | $4,123+16.8% | $6,407-24.8% |
| Admin fee / account holder | $1,208 | $5,336-77.4% | $5,150-76.5% | $12,270-90.2% |