Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,041 | $101,499-59.6% | $147,005-72.1% | $74,546-44.9% |
| Participation rate | 56.1% | 75.5%-19.5pp | 82.2%-26.1pp | 67.2%-11.1pp |
| Annual return | 17.43% | 8732.34%-8714.9pp | 418.76%-401.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $1,774 | $3,811-53.5% | $4,934-64.1% | $2,624-32.4% |
| Participant deferral / active EE | $4,018 | $7,304-45.0% | $8,070-50.2% | $4,347-7.6% |
| Admin fee / account holder | $2,026 | $1,748+15.9% | $13,006-84.4% | $1,944+4.2% |