Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $102,916 | $55,446+85.6% | $155,574-33.8% | $74,429+38.3% |
| Participation rate | 21.1% | 61.9%-40.8pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 12.37% | 269.20%-256.8pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $600 | $2,266-73.5% | $4,676-87.2% | $2,625-77.2% |
| Participant deferral / active EE | $2,013 | $2,836-29.0% | $5,629-64.2% | $4,348-53.7% |
| Admin fee / account holder | $869 | $1,743-50.2% | $15,914-94.5% | $1,944-55.3% |