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 | $120,718 | $28,624+321.7% | $53,647+125.0% | $82,637+46.1% |
| Participation rate | 4.7% | 47.3%-42.6pp | 56.3%-51.6pp | 68.1%-63.3pp |
| Annual return | 17.63% | 664.98%-647.4pp | 358.33%-340.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $122 | $637-80.8% | $962-87.3% | $2,552-95.2% |
| Participant deferral / active EE | $691 | $1,196-42.2% | $1,813-61.9% | $4,126-83.3% |
| Admin fee / account holder | $2,517 | $2,022+24.5% | $2,460+2.3% | $7,339-65.7% |