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 | $38,568 | $85,171-54.7% | $172,752-77.7% | $72,975-47.1% |
| Participation rate | 48.6% | 70.1%-21.5pp | 82.6%-34.1pp | 69.5%-20.9pp |
| Annual return | 46.43% | 27.32%+19.1pp | 802.97%-756.5pp | 81.01%-34.6pp |
| Employer contribution / active EE | $1,123 | $3,324-66.2% | $5,144-78.2% | $2,440-54.0% |
| Participant deferral / active EE | $2,094 | $3,260-35.8% | $5,198-59.7% | $3,608-42.0% |
| Admin fee / account holder | $8,423 | $5,880+43.2% | $13,955-39.6% | $5,124+64.4% |