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 | $20,955 | $180,749-88.4% | $160,784-87.0% | $137,256-84.7% |
| Participation rate | 61.1% | 80.0%-18.9pp | 77.0%-15.8pp | 80.0%-18.8pp |
| Annual return | 23.05% | 2234.46%-2211.4pp | 1803.92%-1780.9pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,047 | $4,155-50.7% | $3,733-45.2% | $4,156-50.8% |
| Participant deferral / active EE | $2,874 | $6,844-58.0% | $6,293-54.3% | $6,407-55.1% |
| Admin fee / account holder | $1,443 | $10,397-86.1% | $9,717-85.2% | $12,270-88.2% |