Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,471 | $102,422-39.0% | $147,117-57.5% | $80,959-22.8% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.9pp |
| Annual return | 89.06% | 135.16%-46.1pp | 420.54%-331.5pp | 35.67%+53.4pp |
| Employer contribution / active EE | $1,925 | $3,717-48.2% | $4,932-61.0% | $2,757-30.2% |
| Participant deferral / active EE | $5,634 | $6,652-15.3% | $8,065-30.1% | $4,300+31.0% |
| Admin fee / account holder | $695 | $7,953-91.3% | $12,993-94.7% | $6,925-90.0% |