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 | $37,685 | $102,385-63.2% | $147,080-74.4% | $80,935-53.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 56.10% | 135.09%-79.0pp | 420.17%-364.1pp | 35.66%+20.4pp |
| Employer contribution / active EE | $2,181 | $3,717-41.3% | $4,933-55.8% | $2,757-20.9% |
| Participant deferral / active EE | $4,258 | $6,651-36.0% | $8,066-47.2% | $4,299-1.0% |
| Admin fee / account holder | $757 | $7,951-90.5% | $12,989-94.2% | $6,924-89.1% |