Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,898 | $88,754-81.0% | $81,820-79.3% | $145,877-88.4% |
| Participation rate | 40.9% | 75.1%-34.2pp | 72.4%-31.5pp | 80.3%-39.4pp |
| Annual return | 13.95% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $756 | $3,085-75.5% | $2,915-74.1% | $4,663-83.8% |
| Participant deferral / active EE | $1,730 | $4,648-62.8% | $4,323-60.0% | $6,691-74.1% |
| Admin fee / account holder | $2,183 | $8,424-74.1% | $7,391-70.5% | $13,402-83.7% |