Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,471 | $60,139-57.6% | $90,461-71.8% | $79,856-68.1% |
| Participation rate | 65.0% | 65.0%0pp | 72.7%-7.7pp | 69.6%-4.6pp |
| Annual return | 18.22% | 71.96%-53.7pp | 1294.76%-1276.5pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,107 | $2,069-46.5% | $3,264-66.1% | $2,471-55.2% |
| Participant deferral / active EE | $1,955 | $2,939-33.5% | $3,964-50.7% | $3,741-47.7% |
| Admin fee / account holder | $1,036 | $3,978-74.0% | $5,617-81.6% | $5,306-80.5% |