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 | $32,723 | $156,970-79.2% | $121,210-73.0% | $139,487-76.5% |
| Participation rate | 38.1% | 76.5%-38.4pp | 69.5%-31.5pp | 80.3%-42.2pp |
| Annual return | 15.91% | 1477.10%-1461.2pp | 987.41%-971.5pp | 373.84%-357.9pp |
| Employer contribution / active EE | $892 | $5,546-83.9% | $4,171-78.6% | $4,755-81.2% |
| Participant deferral / active EE | $2,747 | $4,849-43.3% | $4,084-32.7% | $6,713-59.1% |
| Admin fee / account holder | $3,739 | $6,947-46.2% | $5,647-33.8% | $11,407-67.2% |