Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,241 | $72,465-76.2% | $67,575-74.5% | $145,884-88.2% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.4pp | 80.3%-24.7pp |
| Annual return | 9.70% | 7222.56%-7212.9pp | 3528.98%-3519.3pp | 551.85%-542.1pp |
| Employer contribution / active EE | $946 | $3,074-69.2% | $2,736-65.4% | $4,662-79.7% |
| Participant deferral / active EE | $1,068 | $4,786-77.7% | $4,003-73.3% | $6,690-84.0% |
| Admin fee / account holder | $2,426 | $5,515-56.0% | $3,993-39.3% | $13,392-81.9% |