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 | $27,497 | $52,507-47.6% | $129,406-78.8% | $74,478-63.1% |
| Participation rate | 37.6% | 53.9%-16.3pp | 69.6%-32.1pp | 67.2%-29.6pp |
| Annual return | 15.57% | 15.64%-0.1pp | 9468.18%-9452.6pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $978 | $1,534-36.3% | $4,155-76.5% | $2,626-62.8% |
| Participant deferral / active EE | $2,033 | $2,801-27.4% | $4,167-51.2% | $4,350-53.3% |
| Admin fee / account holder | $5,274 | $2,639+99.9% | $7,689-31.4% | $1,946+171.1% |