Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,787 | $88,778-72.1% | $81,844-69.7% | $145,884-83.0% |
| Participation rate | 47.6% | 75.1%-27.5pp | 72.4%-24.8pp | 80.3%-32.7pp |
| Annual return | 15.04% | 1033.03%-1018.0pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,237 | $3,087-27.5% | $2,916-23.3% | $4,662-52.0% |
| Participant deferral / active EE | $4,372 | $4,648-5.9% | $4,323+1.1% | $6,690-34.6% |
| Admin fee / account holder | $9,415 | $8,430+11.7% | $7,355+28.0% | $13,392-29.7% |