Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,296 | $101,672-62.3% | $147,117-74.0% | $74,478-48.6% |
| Participation rate | 56.8% | 75.5%-18.8pp | 82.2%-25.4pp | 67.2%-10.4pp |
| Annual return | 19.89% | 8757.83%-8737.9pp | 420.54%-400.6pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $1,755 | $3,813-54.0% | $4,932-64.4% | $2,626-33.2% |
| Participant deferral / active EE | $4,393 | $7,305-39.9% | $8,065-45.5% | $4,350+1.0% |
| Admin fee / account holder | $3,246 | $1,753+85.2% | $12,993-75.0% | $1,946+66.8% |