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 | $38,250 | $72,465-47.2% | $67,575-43.4% | $145,884-73.8% |
| Participation rate | 63.6% | 76.9%-13.2pp | 72.9%-9.3pp | 80.3%-16.7pp |
| Annual return | 13.94% | 7222.56%-7208.6pp | 3528.98%-3515.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,251 | $3,074-59.3% | $2,736-54.3% | $4,662-73.2% |
| Participant deferral / active EE | $4,287 | $4,786-10.4% | $4,003+7.1% | $6,690-35.9% |
| Admin fee / account holder | $825 | $5,515-85.0% | $3,993-79.3% | $13,392-93.8% |