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 | $41,499 | $155,840-73.4% | $124,694-66.7% | $167,553-75.2% |
| Participation rate | 59.1% | 81.1%-22.0pp | 74.6%-15.5pp | 82.1%-23.0pp |
| Annual return | 14.50% | 17.98%-3.5pp | 5144.82%-5130.3pp | 478.89%-464.4pp |
| Employer contribution / active EE | $1,160 | $4,165-72.2% | $3,325-65.1% | $4,840-76.0% |
| Participant deferral / active EE | $1,887 | $5,675-66.8% | $4,615-59.1% | $6,343-70.3% |
| Admin fee / account holder | $1,047 | $9,536-89.0% | $7,495-86.0% | $12,316-91.5% |