Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,918 | $169,356-86.5% | $129,406-82.3% | $145,897-84.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 12.52% | 14418.62%-14406.1pp | 9468.18%-9455.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $660 | $5,542-88.1% | $4,155-84.1% | $4,663-85.8% |
| Participant deferral / active EE | $1,628 | $4,987-67.4% | $4,167-60.9% | $6,689-75.7% |
| Admin fee / account holder | $8,604 | $9,915-13.2% | $7,689+11.9% | $13,390-35.7% |