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 | $33,249 | $109,863-69.7% | $98,477-66.2% | $167,518-80.2% |
| Participation rate | 45.0% | 75.8%-30.8pp | 73.3%-28.3pp | 82.1%-37.1pp |
| Annual return | 11.55% | 1958.09%-1946.5pp | 1493.59%-1482.0pp | 478.71%-467.2pp |
| Employer contribution / active EE | $878 | $3,225-72.8% | $2,961-70.3% | $4,838-81.8% |
| Participant deferral / active EE | $1,988 | $4,673-57.5% | $4,276-53.5% | $6,342-68.7% |
| Admin fee / account holder | $5,670 | $6,755-16.1% | $5,951-4.7% | $12,312-54.0% |