Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,034 | $52,507-44.7% | $129,406-77.6% | $74,478-61.0% |
| Participation rate | 48.8% | 53.9%-5.1pp | 69.6%-20.9pp | 67.2%-18.5pp |
| Annual return | 12.50% | 15.64%-3.1pp | 9468.18%-9455.7pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,039 | $1,534-32.3% | $4,155-75.0% | $2,626-60.4% |
| Participant deferral / active EE | $1,624 | $2,801-42.0% | $4,167-61.0% | $4,350-62.7% |
| Admin fee / account holder | $866 | $2,639-67.2% | $7,689-88.7% | $1,946-55.5% |