Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,860 | $81,668-67.1% | $58,507-54.1% | $139,487-80.7% |
| Participation rate | 36.4% | 61.3%-25.0pp | 50.9%-14.5pp | 80.3%-44.0pp |
| Annual return | 24.87% | 7430.07%-7405.2pp | 4252.32%-4227.5pp | 373.84%-349.0pp |
| Employer contribution / active EE | $907 | $1,398-35.1% | $1,053-13.9% | $4,755-80.9% |
| Participant deferral / active EE | $3,075 | $2,554+20.4% | $1,922+59.9% | $6,713-54.2% |
| Admin fee / account holder | $1,598 | $3,212-50.3% | $2,486-35.7% | $11,407-86.0% |