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 | $24,249 | $52,507-53.8% | $129,406-81.3% | $74,478-67.4% |
| Participation rate | 36.7% | 53.9%-17.2pp | 69.6%-32.9pp | 67.2%-30.5pp |
| Annual return | 20.68% | 15.64%+5.0pp | 9468.18%-9447.5pp | 1370.56%-1349.9pp |
| Employer contribution / active EE | $884 | $1,534-42.4% | $4,155-78.7% | $2,626-66.3% |
| Participant deferral / active EE | $2,034 | $2,801-27.4% | $4,167-51.2% | $4,350-53.2% |
| Admin fee / account holder | $377 | $2,639-85.7% | $7,689-95.1% | $1,946-80.6% |