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 | $25,474 | $60,128-57.6% | $90,440-71.8% | $79,852-68.1% |
| Participation rate | 15.2% | 65.0%-49.8pp | 72.7%-57.5pp | 69.6%-54.5pp |
| Annual return | 20.74% | 71.95%-51.2pp | 1294.38%-1273.6pp | 31.72%-11.0pp |
| Employer contribution / active EE | $338 | $2,068-83.7% | $3,263-89.6% | $2,471-86.3% |
| Participant deferral / active EE | $1,345 | $2,939-54.2% | $3,964-66.1% | $3,740-64.1% |
| Admin fee / account holder | $1,772 | $3,977-55.4% | $5,615-68.4% | $5,306-66.6% |