Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $72,843 | $88,702-17.9% | $81,780-10.9% | $145,978-50.1% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 12.22% | 1029.12%-1016.9pp | 776.27%-764.1pp | 550.52%-538.3pp |
| Employer contribution / active EE | $895 | $3,084-71.0% | $2,914-69.3% | $4,662-80.8% |
| Participant deferral / active EE | $1,133 | $4,645-75.6% | $4,321-73.8% | $6,690-83.1% |
| Admin fee / account holder | $1,831 | $8,414-78.2% | $7,384-75.2% | $13,400-86.3% |