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 | $87,648 | $110,801-20.9% | $86,868+0.9% | $167,518-47.7% |
| Participation rate | 28.6% | 75.8%-47.2pp | 71.6%-43.1pp | 82.1%-53.5pp |
| Annual return | 34.06% | 117.00%-82.9pp | 63.53%-29.5pp | 478.71%-444.6pp |
| Employer contribution / active EE | $868 | $3,245-73.2% | $2,496-65.2% | $4,838-82.1% |
| Participant deferral / active EE | $3,883 | $4,547-14.6% | $3,699+5.0% | $6,342-38.8% |
| Admin fee / account holder | $622 | $8,417-92.6% | $5,829-89.3% | $12,312-95.0% |