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 | $18,521 | $88,710-79.1% | $81,783-77.4% | $145,959-87.3% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.4%-17.8pp | 80.3%-25.7pp |
| Annual return | 14.47% | 1027.26%-1012.8pp | 775.05%-760.6pp | 561.95%-547.5pp |
| Employer contribution / active EE | $628 | $3,083-79.6% | $2,913-78.4% | $4,661-86.5% |
| Participant deferral / active EE | $3,154 | $4,645-32.1% | $4,320-27.0% | $6,689-52.8% |
| Admin fee / account holder | $3,168 | $8,407-62.3% | $7,380-57.1% | $13,398-76.4% |