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 | $66,163 | $59,456+11.3% | $93,669-29.4% | $74,429-11.1% |
| Participation rate | 49.0% | 59.6%-10.6pp | 68.7%-19.7pp | 67.2%-18.2pp |
| Annual return | 12.02% | 82.00%-70.0pp | 133.59%-121.6pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,201 | $1,266-5.1% | $2,424-50.4% | $2,625-54.2% |
| Participant deferral / active EE | $3,455 | $3,052+13.2% | $4,416-21.8% | $4,348-20.5% |
| Admin fee / account holder | $8,418 | $3,026+178.2% | $8,291+1.5% | $1,944+333.0% |