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 | $103,599 | $109,872-5.7% | $98,483+5.2% | $167,536-38.2% |
| Participation rate | 22.7% | 75.8%-53.1pp | 73.3%-50.6pp | 82.1%-59.4pp |
| Annual return | 10.75% | 1959.31%-1948.6pp | 1494.38%-1483.6pp | 478.82%-468.1pp |
| Employer contribution / active EE | $602 | $3,225-81.3% | $2,961-79.7% | $4,839-87.6% |
| Participant deferral / active EE | $3,125 | $4,673-33.1% | $4,276-26.9% | $6,342-50.7% |
| Admin fee / account holder | $866 | $6,757-87.2% | $5,953-85.5% | $12,315-93.0% |