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 | $66,228 | $76,608-13.5% | $56,077+18.1% | $145,877-54.6% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 15.86% | 3009.59%-2993.7pp | 1709.28%-1693.4pp | 551.28%-535.4pp |
| Employer contribution / active EE | $625 | $1,382-54.8% | $1,040-39.9% | $4,663-86.6% |
| Participant deferral / active EE | $3,487 | $2,624+32.9% | $1,954+78.4% | $6,691-47.9% |
| Admin fee / account holder | $487 | $3,325-85.4% | $2,825-82.8% | $13,402-96.4% |