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 | $16,891 | $76,608-78.0% | $56,077-69.9% | $145,877-88.4% |
| Participation rate | 65.2% | 63.2%+2.0pp | 52.5%+12.7pp | 80.3%-15.1pp |
| Annual return | 10.55% | 3009.59%-2999.0pp | 1709.28%-1698.7pp | 551.28%-540.7pp |
| Employer contribution / active EE | $912 | $1,382-34.0% | $1,040-12.3% | $4,663-80.4% |
| Participant deferral / active EE | $2,526 | $2,624-3.8% | $1,954+29.2% | $6,691-62.3% |
| Admin fee / account holder | $2,045 | $3,325-38.5% | $2,825-27.6% | $13,402-84.7% |