Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,071 | $68,097-39.7% | $62,929-34.7% | $137,256-70.1% |
| Participation rate | 39.1% | 77.4%-38.3pp | 73.1%-34.0pp | 80.0%-40.8pp |
| Annual return | 19.87% | 1859.11%-1839.2pp | 1063.93%-1044.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $526 | $2,811-81.3% | $2,505-79.0% | $4,156-87.3% |
| Participant deferral / active EE | $2,316 | $4,553-49.1% | $3,888-40.4% | $6,407-63.9% |
| Admin fee / account holder | $2,605 | $6,521-60.1% | $5,065-48.6% | $12,270-78.8% |