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 | $13,386 | $180,749-92.6% | $160,784-91.7% | $137,256-90.2% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 18.76% | 2234.46%-2215.7pp | 1803.92%-1785.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,970 | $4,155-52.6% | $3,733-47.2% | $4,156-52.6% |
| Participant deferral / active EE | $2,566 | $6,844-62.5% | $6,293-59.2% | $6,407-60.0% |
| Admin fee / account holder | $9,693 | $10,397-6.8% | $9,717-0.2% | $12,270-21.0% |