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 | $28,473 | $90,691-68.6% | $76,119-62.6% | $145,884-80.5% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.1%-22.4pp | 80.3%-33.6pp |
| Annual return | 15.75% | 624.52%-608.8pp | 361.25%-345.5pp | 551.85%-536.1pp |
| Employer contribution / active EE | $768 | $3,329-76.9% | $2,693-71.5% | $4,662-83.5% |
| Participant deferral / active EE | $2,793 | $5,167-45.9% | $4,259-34.4% | $6,690-58.2% |
| Admin fee / account holder | $1,666 | $8,383-80.1% | $6,421-74.1% | $13,392-87.6% |