Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,122 | $144,130-72.9% | $117,861-66.8% | $147,586-73.5% |
| Participation rate | 61.1% | 83.4%-22.3pp | 79.7%-18.6pp | 82.8%-21.7pp |
| Annual return | 619.51% | 531.20%+88.3pp | 335.11%+284.4pp | 578.59%+40.9pp |
| Employer contribution / active EE | $1,828 | $4,897-62.7% | $3,786-51.7% | $4,876-62.5% |
| Participant deferral / active EE | $4,536 | $5,316-14.7% | $4,482+1.2% | $5,439-16.6% |
| Admin fee / account holder | $588 | $10,887-94.6% | $8,021-92.7% | $10,886-94.6% |