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 | $52,303 | $55,470-5.7% | $155,556-66.4% | $74,478-29.8% |
| Participation rate | 42.3% | 61.9%-19.6pp | 78.2%-35.9pp | 67.2%-24.9pp |
| Annual return | 18.09% | 269.80%-251.7pp | 64.84%-46.7pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $593 | $2,267-73.8% | $4,675-87.3% | $2,626-77.4% |
| Participant deferral / active EE | $1,266 | $2,838-55.4% | $5,631-77.5% | $4,350-70.9% |
| Admin fee / account holder | $2,525 | $1,744+44.8% | $15,885-84.1% | $1,946+29.8% |