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 | $21,558 | $99,011-78.2% | $86,582-75.1% | $147,586-85.4% |
| Participation rate | 45.0% | 76.3%-31.3pp | 73.5%-28.5pp | 82.8%-37.8pp |
| Annual return | 16.42% | 1312.75%-1296.3pp | 965.08%-948.7pp | 578.59%-562.2pp |
| Employer contribution / active EE | $964 | $3,132-69.2% | $2,839-66.1% | $4,876-80.2% |
| Participant deferral / active EE | $3,316 | $3,972-16.5% | $3,609-8.1% | $5,439-39.0% |
| Admin fee / account holder | $1,469 | $5,709-74.3% | $4,904-70.0% | $10,886-86.5% |