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 | $19,343 | $105,160-81.6% | $94,679-79.6% | $139,456-86.1% |
| Participation rate | 68.4% | 82.4%-13.9pp | 80.8%-12.4pp | 80.3%-11.9pp |
| Annual return | 21.16% | 38.04%-16.9pp | 156.75%-135.6pp | 373.45%-352.3pp |
| Employer contribution / active EE | $2,566 | $4,107-37.5% | $3,673-30.1% | $4,753-46.0% |
| Participant deferral / active EE | $3,181 | $7,599-58.1% | $7,417-57.1% | $6,711-52.6% |
| Admin fee / account holder | $388 | $8,988-95.7% | $7,233-94.6% | $11,407-96.6% |