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 | $41,073 | $58,726-30.1% | $142,898-71.3% | $85,847-52.2% |
| Participation rate | 66.7% | 58.5%+8.2pp | 72.0%-5.3pp | 69.3%-2.7pp |
| Annual return | 12.04% | 27.73%-15.7pp | 5639.64%-5627.6pp | 318.61%-306.6pp |
| Employer contribution / active EE | $1,341 | $1,424-5.8% | $4,146-67.7% | $2,565-47.7% |
| Participant deferral / active EE | $2,988 | $2,609+14.5% | $3,838-22.2% | $3,952-24.4% |
| Admin fee / account holder | $2,653 | $4,234-37.3% | $6,560-59.6% | $6,261-57.6% |