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 | $14,316 | $88,702-83.9% | $81,780-82.5% | $145,978-90.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.30% | 1029.12%-1016.8pp | 776.27%-764.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,096 | $3,084-64.5% | $2,914-62.4% | $4,662-76.5% |
| Participant deferral / active EE | $2,199 | $4,645-52.7% | $4,321-49.1% | $6,690-67.1% |
| Admin fee / account holder | $409 | $8,414-95.1% | $7,384-94.5% | $13,400-97.0% |