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 | $40,078 | $72,446-44.7% | $67,561-40.7% | $145,877-72.5% |
| Participation rate | 42.1% | 76.9%-34.8pp | 72.9%-30.8pp | 80.3%-38.2pp |
| Annual return | 9.59% | 7211.98%-7202.4pp | 3525.44%-3515.8pp | 551.28%-541.7pp |
| Employer contribution / active EE | $714 | $3,072-76.8% | $2,735-73.9% | $4,663-84.7% |
| Participant deferral / active EE | $1,172 | $4,785-75.5% | $4,003-70.7% | $6,691-82.5% |
| Admin fee / account holder | $2,015 | $5,541-63.6% | $4,006-49.7% | $13,402-85.0% |