Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,997 | $180,749-88.9% | $160,784-87.6% | $137,256-85.4% |
| Participation rate | 56.5% | 80.0%-23.5pp | 77.0%-20.4pp | 80.0%-23.4pp |
| Annual return | 11.82% | 2234.46%-2222.6pp | 1803.92%-1792.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,933 | $4,155-53.5% | $3,733-48.2% | $4,156-53.5% |
| Participant deferral / active EE | $2,794 | $6,844-59.2% | $6,293-55.6% | $6,407-56.4% |
| Admin fee / account holder | $3,443 | $10,397-66.9% | $9,717-64.6% | $12,270-71.9% |