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 | $43,800 | $76,608-42.8% | $56,077-21.9% | $145,877-70.0% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 11.00% | 3009.59%-2998.6pp | 1709.28%-1698.3pp | 551.28%-540.3pp |
| Employer contribution / active EE | $276 | $1,382-80.0% | $1,040-73.5% | $4,663-94.1% |
| Participant deferral / active EE | $2,397 | $2,624-8.7% | $1,954+22.7% | $6,691-64.2% |
| Admin fee / account holder | $3,141 | $3,325-5.5% | $2,825+11.2% | $13,402-76.6% |