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 | $26,314 | $52,581-50.0% | $130,788-79.9% | $64,340-59.1% |
| Participation rate | 45.0% | 46.5%-1.5pp | 70.1%-25.1pp | 55.2%-10.2pp |
| Annual return | 244.11% | 20.39%+223.7pp | 386.44%-142.3pp | 24.14%+220.0pp |
| Employer contribution / active EE | $1,503 | $1,031+45.7% | $3,558-57.8% | $1,862-19.3% |
| Participant deferral / active EE | $2,965 | $2,200+34.7% | $4,137-28.3% | $2,980-0.5% |
| Admin fee / account holder | $4,324 | $4,583-5.7% | $6,673-35.2% | $3,703+16.8% |