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 | $33,507 | $96,123-65.1% | $77,361-56.7% | $198,609-83.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 75.0%-15.0pp | 82.4%-22.4pp |
| Annual return | 9.77% | 2054.81%-2045.0pp | 1011.54%-1001.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $1,415 | $3,791-62.7% | $2,990-52.7% | $5,055-72.0% |
| Participant deferral / active EE | $2,520 | $4,975-49.3% | $3,911-35.6% | $6,977-63.9% |
| Admin fee / account holder | $3,289 | $9,471-65.3% | $5,894-44.2% | $19,030-82.7% |