Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,673 | $80,812-1.4% | $160,784-50.4% | $82,448-3.4% |
| Participation rate | 35.7% | 66.2%-30.5pp | 77.0%-41.2pp | 68.1%-32.4pp |
| Annual return | 20.57% | 100.59%-80.0pp | 1803.92%-1783.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,512 | $2,174-30.5% | $3,733-59.5% | $2,551-40.7% |
| Participant deferral / active EE | $3,131 | $4,335-27.8% | $6,293-50.3% | $4,139-24.4% |
| Admin fee / account holder | $354 | $7,695-95.4% | $9,717-96.4% | $7,234-95.1% |