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 | $40,194 | $102,429-60.8% | $147,096-72.7% | $80,925-50.3% |
| Participation rate | 58.5% | 75.9%-17.4pp | 82.2%-23.7pp | 67.7%-9.2pp |
| Annual return | 56.59% | 135.02%-78.4pp | 419.75%-363.2pp | 35.65%+20.9pp |
| Employer contribution / active EE | $2,468 | $3,716-33.6% | $4,936-50.0% | $2,756-10.4% |
| Participant deferral / active EE | $5,238 | $6,649-21.2% | $8,071-35.1% | $4,299+21.9% |
| Admin fee / account holder | $974 | $7,957-87.8% | $13,005-92.5% | $6,940-86.0% |