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 | $42,351 | $76,368-44.5% | $67,681-37.4% | $154,746-72.6% |
| Participation rate | 25.0% | 79.0%-54.0pp | 73.7%-48.7pp | 80.7%-55.7pp |
| Annual return | 13.74% | 1066.77%-1053.0pp | 590.58%-576.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $546 | $3,151-82.7% | $2,678-79.6% | $4,379-87.5% |
| Participant deferral / active EE | $1,076 | $4,824-77.7% | $3,976-72.9% | $6,730-84.0% |
| Admin fee / account holder | $1,700 | $8,559-80.1% | $6,100-72.1% | $14,365-88.2% |