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 | $34,430 | $109,872-68.7% | $98,483-65.0% | $167,536-79.4% |
| Participation rate | 64.7% | 75.8%-11.1pp | 73.3%-8.6pp | 82.1%-17.4pp |
| Annual return | 14.35% | 1959.31%-1945.0pp | 1494.38%-1480.0pp | 478.82%-464.5pp |
| Employer contribution / active EE | $1,589 | $3,225-50.7% | $2,961-46.3% | $4,839-67.2% |
| Participant deferral / active EE | $3,271 | $4,673-30.0% | $4,276-23.5% | $6,342-48.4% |
| Admin fee / account holder | $2,681 | $6,757-60.3% | $5,953-55.0% | $12,315-78.2% |