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 | $18,683 | $70,121-73.4% | $63,803-70.7% | $138,895-86.5% |
| Participation rate | 65.0% | 77.2%-12.2pp | 72.7%-7.7pp | 79.9%-14.9pp |
| Annual return | 51.70% | 946.48%-894.8pp | 543.72%-492.0pp | 145.39%-93.7pp |
| Employer contribution / active EE | $1,307 | $2,882-54.6% | $2,532-48.4% | $4,194-68.8% |
| Participant deferral / active EE | $1,992 | $4,535-56.1% | $3,843-48.2% | $6,396-68.9% |
| Admin fee / account holder | $848 | $6,738-87.4% | $5,196-83.7% | $12,562-93.2% |