Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,556 | $57,305-71.1% | $86,640-80.9% | $75,173-78.0% |
| Participation rate | 50.9% | 63.2%-12.3pp | 71.7%-20.8pp | 67.2%-16.3pp |
| Annual return | 34.43% | 2674.24%-2639.8pp | 592.52%-558.1pp | 160.72%-126.3pp |
| Employer contribution / active EE | $1,654 | $2,316-28.6% | $3,024-45.3% | $2,671-38.1% |
| Participant deferral / active EE | $2,243 | $3,320-32.4% | $4,438-49.5% | $4,126-45.6% |
| Admin fee / account holder | $1,740 | $4,116-57.7% | $5,616-69.0% | $5,651-69.2% |