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 | $44,608 | $76,519-41.7% | $56,025-20.4% | $145,897-69.4% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 14.22% | 3017.03%-3002.8pp | 1712.69%-1698.5pp | 552.29%-538.1pp |
| Employer contribution / active EE | $332 | $1,383-76.0% | $1,042-68.1% | $4,663-92.9% |
| Participant deferral / active EE | $2,492 | $2,624-5.0% | $1,955+27.5% | $6,689-62.7% |
| Admin fee / account holder | $346 | $3,331-89.6% | $2,828-87.8% | $13,390-97.4% |