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 | $2,573 | $81,763-96.9% | $58,561-95.6% | $139,466-98.2% |
| Participation rate | 53.8% | 61.3%-7.5pp | 50.9%+3.0pp | 80.3%-26.5pp |
| Annual return | 25.38% | 7427.77%-7402.4pp | 4251.33%-4225.9pp | 373.66%-348.3pp |
| Employer contribution / active EE | $277 | $1,398-80.2% | $1,053-73.7% | $4,754-94.2% |
| Participant deferral / active EE | $728 | $2,555-71.5% | $1,923-62.1% | $6,712-89.2% |
| Admin fee / account holder | $580 | $3,273-82.3% | $2,520-77.0% | $11,409-94.9% |