Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,621 | $70,587+22.7% | $124,693-30.5% | $85,847+0.9% |
| Participation rate | 58.7% | 64.4%-5.7pp | 74.6%-15.9pp | 69.3%-10.6pp |
| Annual return | 20.38% | 20688.83%-20668.4pp | 5144.19%-5123.8pp | 318.61%-298.2pp |
| Employer contribution / active EE | $1,435 | $1,913-25.0% | $3,324-56.8% | $2,565-44.1% |
| Participant deferral / active EE | $2,642 | $2,969-11.0% | $4,615-42.7% | $3,952-33.1% |
| Admin fee / account holder | $2,638 | $5,282-50.1% | $7,494-64.8% | $6,261-57.9% |