Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,108 | $180,749-89.4% | $160,784-88.1% | $137,256-86.1% |
| Participation rate | 38.9% | 80.0%-41.1pp | 77.0%-38.1pp | 80.0%-41.1pp |
| Annual return | 12.45% | 2234.46%-2222.0pp | 1803.92%-1791.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $608 | $4,155-85.4% | $3,733-83.7% | $4,156-85.4% |
| Participant deferral / active EE | $1,870 | $6,844-72.7% | $6,293-70.3% | $6,407-70.8% |
| Admin fee / account holder | $920 | $10,397-91.2% | $9,717-90.5% | $12,270-92.5% |