Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,523 | $58,927-49.9% | $76,824-61.6% | $72,986-59.5% |
| Participation rate | 63.9% | 67.3%-3.4pp | 72.1%-8.2pp | 69.5%-5.6pp |
| Annual return | 24.97% | 2305.64%-2280.7pp | 1166.26%-1141.3pp | 81.01%-56.0pp |
| Employer contribution / active EE | $2,164 | $1,787+21.1% | $2,302-6.0% | $2,440-11.3% |
| Participant deferral / active EE | $4,825 | $2,690+79.3% | $3,336+44.6% | $3,607+33.7% |
| Admin fee / account holder | $1,088 | $4,013-72.9% | $6,421-83.1% | $5,124-78.8% |