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 | $43,829 | $57,305-23.5% | $86,640-49.4% | $75,173-41.7% |
| Participation rate | 41.5% | 63.2%-21.7pp | 71.7%-30.2pp | 67.2%-25.7pp |
| Annual return | 17.57% | 2674.24%-2656.7pp | 592.52%-575.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $812 | $2,316-65.0% | $3,024-73.2% | $2,671-69.6% |
| Participant deferral / active EE | $1,474 | $3,320-55.6% | $4,438-66.8% | $4,126-64.3% |
| Admin fee / account holder | $10,742 | $4,116+161.0% | $5,616+91.3% | $5,651+90.1% |