Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $55,809 | $157,276-64.5% | $141,177-60.5% | $152,885-63.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 40.00% | 64.33%-24.3pp | 71.40%-31.4pp | 345.39%-305.4pp |
| Employer contribution / active EE | $2,236 | $5,262-57.5% | $4,736-52.8% | $4,763-53.1% |
| Participant deferral / active EE | $7,003 | $7,110-1.5% | $6,710+4.4% | $5,851+19.7% |
| Admin fee / account holder | $522 | $12,123-95.7% | $10,263-94.9% | $11,598-95.5% |