Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,939 | $88,815-83.2% | $81,882-81.8% | $145,897-89.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 16.57% | 1033.75%-1017.2pp | 779.47%-762.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $454 | $3,086-85.3% | $2,916-84.4% | $4,663-90.3% |
| Participant deferral / active EE | $2,040 | $4,647-56.1% | $4,323-52.8% | $6,689-69.5% |
| Admin fee / account holder | $800 | $8,434-90.5% | $7,360-89.1% | $13,390-94.0% |