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 | $36,891 | $102,393-64.0% | $147,041-74.9% | $80,911-54.4% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 21.96% | 134.95%-113.0pp | 419.21%-397.2pp | 35.63%-13.7pp |
| Employer contribution / active EE | $3,228 | $3,715-13.1% | $4,935-34.6% | $2,756+17.1% |
| Participant deferral / active EE | $6,990 | $6,647+5.2% | $8,071-13.4% | $4,297+62.7% |
| Admin fee / account holder | $1,236 | $7,943-84.4% | $13,006-90.5% | $6,935-82.2% |