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 | $41,784 | $76,519-45.4% | $56,025-25.4% | $145,897-71.4% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 12.91% | 3017.03%-3004.1pp | 1712.69%-1699.8pp | 552.29%-539.4pp |
| Employer contribution / active EE | $243 | $1,383-82.4% | $1,042-76.6% | $4,663-94.8% |
| Participant deferral / active EE | $960 | $2,624-63.4% | $1,955-50.9% | $6,689-85.6% |
| Admin fee / account holder | $2,333 | $3,331-29.9% | $2,828-17.5% | $13,390-82.6% |