Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,718 | $90,530-88.2% | $76,030-85.9% | $145,897-92.7% |
| Participation rate | 38.9% | 74.4%-35.6pp | 69.1%-30.2pp | 80.3%-41.4pp |
| Annual return | 13.87% | 625.08%-611.2pp | 361.54%-347.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $962 | $3,319-71.0% | $2,688-64.2% | $4,663-79.4% |
| Participant deferral / active EE | $2,289 | $5,164-55.7% | $4,257-46.2% | $6,689-65.8% |
| Admin fee / account holder | $1,071 | $8,383-87.2% | $6,421-83.3% | $13,390-92.0% |