Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,169 | $88,778-52.5% | $81,844-48.5% | $145,884-71.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.21% | 1033.03%-1018.8pp | 778.87%-764.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,304 | $3,087-25.4% | $2,916-21.0% | $4,662-50.6% |
| Participant deferral / active EE | $2,951 | $4,648-36.5% | $4,323-31.7% | $6,690-55.9% |
| Admin fee / account holder | $663 | $8,430-92.1% | $7,355-91.0% | $13,392-95.0% |