Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,660 | $99,921-85.3% | $85,009-82.8% | $145,959-90.0% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.8pp | 80.3%-38.6pp |
| Annual return | 10.02% | 83.89%-73.9pp | 66.47%-56.4pp | 561.95%-551.9pp |
| Employer contribution / active EE | $756 | $3,233-76.6% | $2,728-72.3% | $4,661-83.8% |
| Participant deferral / active EE | $1,437 | $5,293-72.9% | $4,522-68.2% | $6,689-78.5% |
| Admin fee / account holder | $2,762 | $7,252-61.9% | $6,153-55.1% | $13,398-79.4% |