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 | $21,250 | $55,423-61.7% | $155,602-86.3% | $74,400-71.4% |
| Participation rate | 28.5% | 61.9%-33.4pp | 78.2%-49.7pp | 67.2%-38.7pp |
| Annual return | 11.71% | 269.07%-257.4pp | 64.81%-53.1pp | 1367.51%-1355.8pp |
| Employer contribution / active EE | $725 | $2,266-68.0% | $4,675-84.5% | $2,624-72.4% |
| Participant deferral / active EE | $2,533 | $2,835-10.6% | $5,629-55.0% | $4,348-41.7% |
| Admin fee / account holder | $3,971 | $1,744+127.6% | $15,923-75.1% | $1,944+104.3% |