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 | $41,187 | $176,688-76.7% | $130,660-68.5% | $152,897-73.1% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.5%-49.1pp |
| Annual return | 25.94% | 2693.08%-2667.1pp | 1709.29%-1683.4pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,246 | $5,743-78.3% | $4,092-69.6% | $4,764-73.8% |
| Participant deferral / active EE | $1,871 | $4,362-57.1% | $3,603-48.1% | $5,851-68.0% |
| Admin fee / account holder | $1,963 | $7,131-72.5% | $5,463-64.1% | $11,599-83.1% |