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 | $30,083 | $175,259-82.8% | $149,723-79.9% | $139,487-78.4% |
| Participation rate | 34.8% | 83.4%-48.6pp | 78.8%-44.0pp | 80.3%-45.6pp |
| Annual return | 20.57% | 166.82%-146.3pp | 134.50%-113.9pp | 373.84%-353.3pp |
| Employer contribution / active EE | $1,557 | $5,478-71.6% | $4,821-67.7% | $4,755-67.3% |
| Participant deferral / active EE | $3,008 | $6,522-53.9% | $5,682-47.1% | $6,713-55.2% |
| Admin fee / account holder | $1,373 | $16,158-91.5% | $13,215-89.6% | $11,407-88.0% |