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 | $30,020 | $60,393-50.3% | $81,820-63.3% | $74,429-59.7% |
| Participation rate | 33.6% | 62.9%-29.3pp | 72.4%-38.8pp | 67.2%-33.6pp |
| Annual return | 12.05% | 16.89%-4.8pp | 777.93%-765.9pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $850 | $2,626-67.6% | $2,915-70.8% | $2,625-67.6% |
| Participant deferral / active EE | $1,688 | $3,397-50.3% | $4,323-60.9% | $4,348-61.2% |
| Admin fee / account holder | $3,010 | $1,491+101.9% | $7,391-59.3% | $1,944+54.8% |