Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,397 | $72,426-56.7% | $67,560-53.5% | $145,897-78.5% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 14.53% | 7226.78%-7212.3pp | 3533.50%-3519.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,713 | $3,074-44.3% | $2,737-37.4% | $4,663-63.3% |
| Participant deferral / active EE | $2,605 | $4,785-45.6% | $4,004-34.9% | $6,689-61.1% |
| Admin fee / account holder | $647 | $5,514-88.3% | $3,994-83.8% | $13,390-95.2% |