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 | $40,307 | $72,426-44.3% | $67,560-40.3% | $145,897-72.4% |
| Participation rate | 68.4% | 76.9%-8.5pp | 72.9%-4.5pp | 80.3%-11.9pp |
| Annual return | 15.91% | 7226.78%-7210.9pp | 3533.50%-3517.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $571 | $3,074-81.4% | $2,737-79.1% | $4,663-87.8% |
| Participant deferral / active EE | $1,051 | $4,785-78.0% | $4,004-73.8% | $6,689-84.3% |
| Admin fee / account holder | $2,903 | $5,514-47.4% | $3,994-27.3% | $13,390-78.3% |