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 | $15,998 | $30,437-47.4% | $56,033-71.4% | $74,459-78.5% |
| Participation rate | 24.8% | 32.9%-8.1pp | 52.5%-27.7pp | 67.2%-42.5pp |
| Annual return | 3489.43% | 24.96%+3464.5pp | 1711.38%+1778.1pp | 1369.70%+2119.7pp |
| Employer contribution / active EE | $426 | $610-30.2% | $1,041-59.1% | $2,626-83.8% |
| Participant deferral / active EE | $930 | $1,176-20.9% | $1,954-52.4% | $4,350-78.6% |
| Admin fee / account holder | $1,002 | $2,363-57.6% | $2,827-64.6% | $1,945-48.5% |