Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,378 | $102,595-85.0% | $94,057-83.7% | $154,746-90.1% |
| Participation rate | 52.4% | 76.0%-23.6pp | 73.3%-21.0pp | 80.7%-28.3pp |
| Annual return | 16.69% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $687 | $3,147-78.2% | $2,933-76.6% | $4,379-84.3% |
| Participant deferral / active EE | $3,083 | $5,118-39.8% | $4,709-34.5% | $6,730-54.2% |
| Admin fee / account holder | $974 | $7,736-87.4% | $7,244-86.6% | $14,365-93.2% |