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 | $15,185 | $73,546-79.4% | $63,018-75.9% | $147,586-89.7% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.8%-62.3pp | 82.8%-70.3pp |
| Annual return | 16.12% | 175.56%-159.4pp | 87.62%-71.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $307 | $3,324-90.7% | $2,761-88.9% | $4,876-93.7% |
| Participant deferral / active EE | $747 | $4,185-82.2% | $3,330-77.6% | $5,439-86.3% |
| Admin fee / account holder | $3,067 | $5,956-48.5% | $3,601-14.8% | $10,886-71.8% |