Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,211 | $27,943-34.8% | $58,507-68.9% | $75,177-75.8% |
| Participation rate | 59.2% | 38.8%+20.3pp | 50.9%+8.3pp | 67.2%-8.0pp |
| Annual return | 43.36% | 44.22%-0.9pp | 4252.32%-4209.0pp | 160.75%-117.4pp |
| Employer contribution / active EE | $1,723 | $670+157.2% | $1,053+63.5% | $2,671-35.5% |
| Participant deferral / active EE | $3,367 | $1,202+180.2% | $1,922+75.2% | $4,126-18.4% |
| Admin fee / account holder | $1,529 | $1,727-11.5% | $2,486-38.5% | $5,651-72.9% |