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 | $16,672 | $76,634-78.2% | $56,054-70.3% | $145,978-88.6% |
| Participation rate | 60.9% | 63.2%-2.4pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 10.83% | 3004.33%-2993.5pp | 1705.95%-1695.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,838 | $1,380+33.2% | $1,039+76.9% | $4,662-60.6% |
| Participant deferral / active EE | $4,359 | $2,622+66.2% | $1,952+123.3% | $6,690-34.8% |
| Admin fee / account holder | $402 | $3,321-87.9% | $2,822-85.7% | $13,400-97.0% |