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 | $44,608 | $76,608-41.8% | $56,077-20.5% | $145,877-69.4% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 14.22% | 3009.59%-2995.4pp | 1709.28%-1695.1pp | 551.28%-537.1pp |
| Employer contribution / active EE | $332 | $1,382-75.9% | $1,040-68.1% | $4,663-92.9% |
| Participant deferral / active EE | $2,492 | $2,624-5.0% | $1,954+27.5% | $6,691-62.7% |
| Admin fee / account holder | $346 | $3,325-89.6% | $2,825-87.8% | $13,402-97.4% |