Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,077 | $81,749-77.9% | $58,544-69.1% | $139,456-87.0% |
| Participation rate | 43.8% | 61.3%-17.6pp | 50.9%-7.1pp | 80.3%-36.6pp |
| Annual return | 14.40% | 7425.45%-7411.0pp | 4249.56%-4235.2pp | 373.45%-359.0pp |
| Employer contribution / active EE | $365 | $1,398-73.9% | $1,053-65.4% | $4,753-92.3% |
| Participant deferral / active EE | $1,060 | $2,555-58.5% | $1,923-44.9% | $6,711-84.2% |
| Admin fee / account holder | $2,067 | $3,272-36.8% | $2,520-18.0% | $11,407-81.9% |