Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $125,022 | $72,426+72.6% | $67,560+85.1% | $145,897-14.3% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.1pp | 80.3%-37.4pp |
| Annual return | 19.65% | 7226.78%-7207.1pp | 3533.50%-3513.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $1,169 | $3,074-62.0% | $2,737-57.3% | $4,663-74.9% |
| Participant deferral / active EE | $8,925 | $4,785+86.5% | $4,004+122.9% | $6,689+33.4% |
| Admin fee / account holder | $852 | $5,514-84.5% | $3,994-78.7% | $13,390-93.6% |