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 | $17,598 | $76,368-77.0% | $67,681-74.0% | $154,746-88.6% |
| Participation rate | 54.2% | 79.0%-24.8pp | 73.7%-19.6pp | 80.7%-26.5pp |
| Annual return | 14.95% | 1066.77%-1051.8pp | 590.58%-575.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $950 | $3,151-69.9% | $2,678-64.5% | $4,379-78.3% |
| Participant deferral / active EE | $1,409 | $4,824-70.8% | $3,976-64.6% | $6,730-79.1% |
| Admin fee / account holder | $1,716 | $8,559-79.9% | $6,100-71.9% | $14,365-88.1% |