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 | $17,103 | $73,518-76.7% | $63,003-72.9% | $147,585-88.4% |
| Participation rate | 52.4% | 77.9%-25.5pp | 74.8%-22.4pp | 82.8%-30.4pp |
| Annual return | 22.50% | 175.46%-153.0pp | 87.59%-65.1pp | 578.57%-556.1pp |
| Employer contribution / active EE | $592 | $3,322-82.2% | $2,760-78.5% | $4,876-87.9% |
| Participant deferral / active EE | $1,305 | $4,183-68.8% | $3,329-60.8% | $5,439-76.0% |
| Admin fee / account holder | $1,199 | $5,952-79.9% | $3,600-66.7% | $10,885-89.0% |