Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,107 | $76,634-15.0% | $56,054+16.2% | $145,978-55.4% |
| Participation rate | 47.1% | 63.2%-16.2pp | 52.5%-5.4pp | 80.3%-33.2pp |
| Annual return | 13.32% | 3004.33%-2991.0pp | 1705.95%-1692.6pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,059 | $1,380-23.3% | $1,039+1.9% | $4,662-77.3% |
| Participant deferral / active EE | $6,631 | $2,622+152.9% | $1,952+239.7% | $6,690-0.9% |
| Admin fee / account holder | $1,104 | $3,321-66.8% | $2,822-60.9% | $13,400-91.8% |