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 | $14,187 | $76,785-81.5% | $56,441-74.9% | $145,959-90.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 14.79% | 3000.51%-2985.7pp | 1704.21%-1689.4pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,127 | $1,381-18.4% | $1,039+8.5% | $4,661-75.8% |
| Participant deferral / active EE | $3,035 | $2,624+15.7% | $1,953+55.4% | $6,689-54.6% |
| Admin fee / account holder | $869 | $3,334-73.9% | $2,829-69.3% | $13,398-93.5% |