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 | $45,162 | $101,672-55.6% | $147,117-69.3% | $74,478-39.4% |
| Participation rate | 52.5% | 75.5%-23.1pp | 82.2%-29.7pp | 67.2%-14.8pp |
| Annual return | 28.27% | 8757.83%-8729.6pp | 420.54%-392.3pp | 1370.56%-1342.3pp |
| Employer contribution / active EE | $1,516 | $3,813-60.3% | $4,932-69.3% | $2,626-42.3% |
| Participant deferral / active EE | $8,056 | $7,305+10.3% | $8,065-0.1% | $4,350+85.2% |
| Admin fee / account holder | $8,315 | $1,753+374.3% | $12,993-36.0% | $1,946+327.3% |