Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $134,993 | $88,754+52.1% | $81,820+65.0% | $145,877-7.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 14.34% | 1031.77%-1017.4pp | 777.93%-763.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,286 | $3,085-58.3% | $2,915-55.9% | $4,663-72.4% |
| Participant deferral / active EE | $2,923 | $4,648-37.1% | $4,323-32.4% | $6,691-56.3% |
| Admin fee / account holder | $1,988 | $8,424-76.4% | $7,391-73.1% | $13,402-85.2% |