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 | $43,918 | $96,419-54.5% | $80,648-45.5% | $139,487-68.5% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 17.72% | 1352.86%-1335.1pp | 937.21%-919.5pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,152 | $3,261-64.7% | $2,724-57.7% | $4,755-75.8% |
| Participant deferral / active EE | $4,871 | $5,225-6.8% | $4,443+9.6% | $6,713-27.4% |
| Admin fee / account holder | $2,620 | $6,605-60.3% | $5,382-51.3% | $11,407-77.0% |