Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,985 | $76,519-60.8% | $56,025-46.5% | $145,897-79.4% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 13.45% | 3017.03%-3003.6pp | 1712.69%-1699.2pp | 552.29%-538.8pp |
| Employer contribution / active EE | $968 | $1,383-30.0% | $1,042-7.1% | $4,663-79.2% |
| Participant deferral / active EE | $3,189 | $2,624+21.5% | $1,955+63.2% | $6,689-52.3% |
| Admin fee / account holder | $404 | $3,331-87.9% | $2,828-85.7% | $13,390-97.0% |