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 | $11,122 | $100,911-89.0% | $90,440-87.7% | $158,966-93.0% |
| Participation rate | 60.9% | 75.0%-14.2pp | 72.7%-11.8pp | 82.0%-21.1pp |
| Annual return | 15.44% | 1726.62%-1711.2pp | 1294.38%-1278.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $808 | $4,348-81.4% | $3,964-79.6% | $5,983-86.5% |
| Admin fee / account holder | $319 | $6,507-95.1% | $5,615-94.3% | $11,250-97.2% |