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 | $39,842 | $65,440-39.1% | $98,506-59.6% | $85,851-53.6% |
| Participation rate | 44.7% | 65.0%-20.3pp | 73.3%-28.6pp | 69.3%-24.6pp |
| Annual return | 13.96% | 21.75%-7.8pp | 1494.92%-1481.0pp | 318.63%-304.7pp |
| Employer contribution / active EE | $957 | $2,169-55.9% | $2,961-67.7% | $2,565-62.7% |
| Participant deferral / active EE | $1,255 | $3,168-60.4% | $4,277-70.7% | $3,952-68.3% |
| Admin fee / account holder | $930 | $4,596-79.8% | $5,955-84.4% | $6,261-85.2% |