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 | $31,627 | $60,119-47.4% | $90,430-65.0% | $79,858-60.4% |
| Participation rate | 37.6% | 65.0%-27.3pp | 72.7%-35.0pp | 69.6%-32.0pp |
| Annual return | 14.21% | 71.94%-57.7pp | 1293.73%-1279.5pp | 31.72%-17.5pp |
| Employer contribution / active EE | $770 | $2,068-62.8% | $3,262-76.4% | $2,471-68.8% |
| Participant deferral / active EE | $1,568 | $2,938-46.6% | $3,963-60.4% | $3,740-58.1% |
| Admin fee / account holder | $1,163 | $3,976-70.8% | $5,613-79.3% | $5,306-78.1% |