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 | $28,833 | $107,353-73.1% | $92,903-69.0% | $152,885-81.1% |
| Participation rate | 35.3% | 79.8%-44.5pp | 76.0%-40.7pp | 82.5%-47.2pp |
| Annual return | 30.76% | 145.62%-114.9pp | 109.43%-78.7pp | 345.39%-314.6pp |
| Employer contribution / active EE | $897 | $4,222-78.8% | $3,653-75.5% | $4,763-81.2% |
| Participant deferral / active EE | $2,891 | $4,848-40.4% | $4,238-31.8% | $5,851-50.6% |
| Admin fee / account holder | $4,495 | $7,081-36.5% | $5,795-22.4% | $11,598-61.2% |