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 | $34,893 | $60,305-42.1% | $81,780-57.3% | $74,400-53.1% |
| Participation rate | 28.2% | 62.9%-34.7pp | 72.4%-44.2pp | 67.2%-39.1pp |
| Annual return | 12.07% | 16.89%-4.8pp | 776.27%-764.2pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $951 | $2,623-63.7% | $2,914-67.4% | $2,624-63.8% |
| Participant deferral / active EE | $2,792 | $3,390-17.6% | $4,321-35.4% | $4,348-35.8% |
| Admin fee / account holder | $2,945 | $1,484+98.4% | $7,384-60.1% | $1,944+51.5% |