Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,333 | $76,785-65.7% | $56,441-53.3% | $145,959-82.0% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.0pp | 80.3%-34.8pp |
| Annual return | 12.07% | 3000.51%-2988.4pp | 1704.21%-1692.1pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,085 | $1,381-21.4% | $1,039+4.4% | $4,661-76.7% |
| Participant deferral / active EE | $3,252 | $2,624+23.9% | $1,953+66.5% | $6,689-51.4% |
| Admin fee / account holder | $556 | $3,334-83.3% | $2,829-80.3% | $13,398-95.9% |