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 | $66,745 | $101,591-34.3% | $147,096-54.6% | $74,429-10.3% |
| Participation rate | 54.8% | 75.5%-20.7pp | 82.2%-27.3pp | 67.2%-12.4pp |
| Annual return | 26.15% | 8746.45%-8720.3pp | 419.75%-393.6pp | 1368.38%-1342.2pp |
| Employer contribution / active EE | $2,464 | $3,813-35.4% | $4,936-50.1% | $2,625-6.1% |
| Participant deferral / active EE | $4,884 | $7,302-33.1% | $8,071-39.5% | $4,348+12.3% |
| Admin fee / account holder | $30,588 | $1,750+1647.9% | $13,005+135.2% | $1,944+1473.2% |