Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,936 | $110,410-53.0% | $102,437-49.3% | $145,897-64.4% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 92.42% | 24.85%+67.6pp | 24.95%+67.5pp | 552.29%-459.9pp |
| Employer contribution / active EE | $1,714 | $4,217-59.3% | $3,871-55.7% | $4,663-63.2% |
| Participant deferral / active EE | $4,266 | $5,622-24.1% | $5,060-15.7% | $6,689-36.2% |
| Admin fee / account holder | $399 | $9,745-95.9% | $8,388-95.2% | $13,390-97.0% |