Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,852 | $123,859-84.8% | $69,632-72.9% | $145,897-87.1% |
| Participation rate | 52.6% | 69.2%-16.6pp | 66.4%-13.8pp | 80.3%-27.7pp |
| Annual return | 10.60% | 192.49%-181.9pp | 101.32%-90.7pp | 552.29%-541.7pp |
| Employer contribution / active EE | $990 | $2,673-63.0% | $1,708-42.1% | $4,663-78.8% |
| Participant deferral / active EE | $1,525 | $4,242-64.0% | $2,889-47.2% | $6,689-77.2% |
| Admin fee / account holder | $654 | $7,817-91.6% | $4,695-86.1% | $13,390-95.1% |