Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,775 | $81,668-50.1% | $58,507-30.3% | $139,487-70.8% |
| Participation rate | 18.8% | 61.3%-42.6pp | 50.9%-32.1pp | 80.3%-61.6pp |
| Annual return | 19.71% | 7430.07%-7410.4pp | 4252.32%-4232.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $374 | $1,398-73.2% | $1,053-64.5% | $4,755-92.1% |
| Participant deferral / active EE | $911 | $2,554-64.3% | $1,922-52.6% | $6,713-86.4% |
| Admin fee / account holder | $614 | $3,212-80.9% | $2,486-75.3% | $11,407-94.6% |