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 | $61,367 | $101,672-39.6% | $147,117-58.3% | $74,478-17.6% |
| Participation rate | 40.1% | 75.5%-35.4pp | 82.2%-42.0pp | 67.2%-27.1pp |
| Annual return | 15.47% | 8757.83%-8742.4pp | 420.54%-405.1pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $2,032 | $3,813-46.7% | $4,932-58.8% | $2,626-22.6% |
| Participant deferral / active EE | $4,499 | $7,305-38.4% | $8,065-44.2% | $4,350+3.4% |
| Admin fee / account holder | $1,867 | $1,753+6.5% | $12,993-85.6% | $1,946-4.1% |