Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,808 | $101,591-59.8% | $147,096-72.3% | $74,429-45.2% |
| Participation rate | 57.0% | 75.5%-18.5pp | 82.2%-25.2pp | 67.2%-10.2pp |
| Annual return | 14.86% | 8746.45%-8731.6pp | 419.75%-404.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $2,583 | $3,813-32.3% | $4,936-47.7% | $2,625-1.6% |
| Participant deferral / active EE | $5,088 | $7,302-30.3% | $8,071-37.0% | $4,348+17.0% |
| Admin fee / account holder | $4,111 | $1,750+134.9% | $13,005-68.4% | $1,944+111.4% |