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 | $36,272 | $76,522-52.6% | $56,033-35.3% | $145,884-75.1% |
| Participation rate | 47.1% | 63.2%-16.2pp | 52.5%-5.4pp | 80.3%-33.2pp |
| Annual return | 11.49% | 3014.28%-3002.8pp | 1711.38%-1699.9pp | 551.85%-540.4pp |
| Employer contribution / active EE | $912 | $1,382-34.0% | $1,041-12.4% | $4,662-80.4% |
| Participant deferral / active EE | $4,642 | $2,624+76.9% | $1,954+137.6% | $6,690-30.6% |
| Admin fee / account holder | $3,768 | $3,328+13.2% | $2,827+33.3% | $13,392-71.9% |