Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,839 | $99,921-64.1% | $85,009-57.8% | $145,959-75.4% |
| Participation rate | 31.8% | 74.1%-42.3pp | 67.5%-35.7pp | 80.3%-48.5pp |
| Annual return | 12.71% | 83.89%-71.2pp | 66.47%-53.8pp | 561.95%-549.2pp |
| Employer contribution / active EE | $684 | $3,233-78.8% | $2,728-74.9% | $4,661-85.3% |
| Participant deferral / active EE | $985 | $5,293-81.4% | $4,522-78.2% | $6,689-85.3% |
| Admin fee / account holder | $622 | $7,252-91.4% | $6,153-89.9% | $13,398-95.4% |