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 | $35,477 | $60,139-41.0% | $90,461-60.8% | $79,856-55.6% |
| Participation rate | 57.7% | 65.0%-7.3pp | 72.7%-15.0pp | 69.6%-11.9pp |
| Annual return | 10.61% | 71.96%-61.4pp | 1294.76%-1284.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,401 | $2,069-32.3% | $3,264-57.1% | $2,471-43.3% |
| Participant deferral / active EE | $2,331 | $2,939-20.7% | $3,964-41.2% | $3,741-37.7% |
| Admin fee / account holder | $344 | $3,978-91.3% | $5,617-93.9% | $5,306-93.5% |