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 | $45,479 | $88,702-48.7% | $81,780-44.4% | $145,978-68.8% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 11.16% | 1029.12%-1018.0pp | 776.27%-765.1pp | 550.52%-539.4pp |
| Employer contribution / active EE | $601 | $3,084-80.5% | $2,914-79.4% | $4,662-87.1% |
| Participant deferral / active EE | $859 | $4,645-81.5% | $4,321-80.1% | $6,690-87.2% |
| Admin fee / account holder | $989 | $8,414-88.2% | $7,384-86.6% | $13,400-92.6% |