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 | $40,016 | $27,936+43.2% | $58,561-31.7% | $75,173-46.8% |
| Participation rate | 42.3% | 38.8%+3.5pp | 50.9%-8.6pp | 67.2%-24.9pp |
| Annual return | 25.62% | 44.21%-18.6pp | 4251.33%-4225.7pp | 160.72%-135.1pp |
| Employer contribution / active EE | $746 | $670+11.4% | $1,053-29.2% | $2,671-72.1% |
| Participant deferral / active EE | $3,011 | $1,202+150.5% | $1,923+56.6% | $4,126-27.0% |
| Admin fee / account holder | $649 | $1,727-62.4% | $2,520-74.3% | $5,651-88.5% |