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 | $102,454 | $72,426+41.5% | $67,560+51.6% | $145,897-29.8% |
| Participation rate | 65.2% | 76.9%-11.7pp | 72.9%-7.7pp | 80.3%-15.1pp |
| Annual return | 12.33% | 7226.78%-7214.5pp | 3533.50%-3521.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $795 | $3,074-74.1% | $2,737-71.0% | $4,663-83.0% |
| Participant deferral / active EE | $2,392 | $4,785-50.0% | $4,004-40.3% | $6,689-64.2% |
| Admin fee / account holder | $763 | $5,514-86.2% | $3,994-80.9% | $13,390-94.3% |