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 | $23,048 | $88,710-74.0% | $81,783-71.8% | $145,959-84.2% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 14.80% | 1027.26%-1012.5pp | 775.05%-760.3pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,474 | $3,083-52.2% | $2,913-49.4% | $4,661-68.4% |
| Participant deferral / active EE | $2,654 | $4,645-42.9% | $4,320-38.6% | $6,689-60.3% |
| Admin fee / account holder | $2,874 | $8,407-65.8% | $7,380-61.1% | $13,398-78.6% |