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 | $8,831 | $30,423-71.0% | $56,025-84.2% | $74,478-88.1% |
| Participation rate | 28.0% | 32.9%-4.8pp | 52.5%-24.5pp | 67.2%-39.2pp |
| Annual return | 19.41% | 24.97%-5.6pp | 1712.69%-1693.3pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $734 | $610+20.3% | $1,042-29.5% | $2,626-72.0% |
| Participant deferral / active EE | $1,260 | $1,176+7.2% | $1,955-35.5% | $4,350-71.0% |
| Admin fee / account holder | $1,793 | $2,363-24.1% | $2,828-36.6% | $1,946-7.9% |