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 | $15,440 | $76,634-79.9% | $56,054-72.5% | $145,978-89.4% |
| Participation rate | 64.7% | 63.2%+1.5pp | 52.5%+12.2pp | 80.3%-15.6pp |
| Annual return | 12.45% | 3004.33%-2991.9pp | 1705.95%-1693.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,362 | $1,380-1.3% | $1,039+31.1% | $4,662-70.8% |
| Participant deferral / active EE | $2,602 | $2,622-0.8% | $1,952+33.3% | $6,690-61.1% |
| Admin fee / account holder | $1,266 | $3,321-61.9% | $2,822-55.1% | $13,400-90.6% |