Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,916 | $48,570-17.8% | $130,660-69.5% | $72,975-45.3% |
| Participation rate | 56.0% | 58.6%-2.6pp | 71.7%-15.7pp | 69.5%-13.5pp |
| Annual return | 25.01% | 38.63%-13.6pp | 1709.29%-1684.3pp | 81.01%-56.0pp |
| Employer contribution / active EE | $3,378 | $1,334+153.2% | $4,092-17.5% | $2,440+38.4% |
| Participant deferral / active EE | $6,703 | $2,384+181.2% | $3,603+86.0% | $3,608+85.8% |
| Admin fee / account holder | $590 | $3,549-83.4% | $5,463-89.2% | $5,124-88.5% |