Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,588 | $76,608-90.1% | $56,077-86.5% | $145,877-94.8% |
| Participation rate | 56.3% | 63.2%-7.0pp | 52.5%+3.8pp | 80.3%-24.1pp |
| Annual return | 15.11% | 3009.59%-2994.5pp | 1709.28%-1694.2pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,261 | $1,382-8.7% | $1,040+21.2% | $4,663-73.0% |
| Participant deferral / active EE | $1,849 | $2,624-29.6% | $1,954-5.4% | $6,691-72.4% |
| Admin fee / account holder | $896 | $3,325-73.1% | $2,825-68.3% | $13,402-93.3% |