Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,151 | $55,470-22.2% | $155,556-72.3% | $74,478-42.1% |
| Participation rate | 64.1% | 61.9%+2.2pp | 78.2%-14.1pp | 67.2%-3.1pp |
| Annual return | 25.05% | 269.80%-244.8pp | 64.84%-39.8pp | 1370.56%-1345.5pp |
| Employer contribution / active EE | $1,986 | $2,267-12.4% | $4,675-57.5% | $2,626-24.4% |
| Participant deferral / active EE | $4,233 | $2,838+49.2% | $5,631-24.8% | $4,350-2.7% |
| Admin fee / account holder | $3,473 | $1,744+99.1% | $15,885-78.1% | $1,946+78.5% |