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 | $101,672-59.6% | $147,117-72.1% | $74,478-44.9% |
| Participation rate | 56.1% | 75.5%-19.5pp | 82.2%-26.1pp | 67.2%-11.2pp |
| Annual return | 17.43% | 8757.83%-8740.4pp | 420.54%-403.1pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $1,774 | $3,813-53.5% | $4,932-64.0% | $2,626-32.5% |
| Participant deferral / active EE | $4,018 | $7,305-45.0% | $8,065-50.2% | $4,350-7.6% |
| Admin fee / account holder | $2,026 | $1,753+15.6% | $12,993-84.4% | $1,946+4.1% |