Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $107,488 | $76,785+40.0% | $56,441+90.4% | $145,959-26.4% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 14.36% | 3000.51%-2986.2pp | 1704.21%-1689.9pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,137 | $1,381-17.6% | $1,039+9.4% | $4,661-75.6% |
| Participant deferral / active EE | $3,455 | $2,624+31.7% | $1,953+76.9% | $6,689-48.3% |
| Admin fee / account holder | $798 | $3,334-76.1% | $2,829-71.8% | $13,398-94.0% |