Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,435 | $74,661-71.3% | $160,784-86.7% | $67,986-68.5% |
| Participation rate | 39.1% | 57.1%-18.0pp | 77.0%-37.9pp | 57.2%-18.1pp |
| Annual return | 36.46% | 28.83%+7.6pp | 1803.92%-1767.5pp | 31.67%+4.8pp |
| Employer contribution / active EE | $1,600 | $1,829-12.5% | $3,733-57.1% | $2,019-20.8% |
| Participant deferral / active EE | $2,580 | $3,681-29.9% | $6,293-59.0% | $3,358-23.2% |
| Admin fee / account holder | $4,300 | $3,959+8.6% | $9,717-55.7% | $3,203+34.2% |