Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,122 | $180,749-80.0% | $160,784-77.5% | $137,256-73.7% |
| Participation rate | 16.7% | 80.0%-63.3pp | 77.0%-60.3pp | 80.0%-63.3pp |
| Annual return | 17.93% | 2234.46%-2216.5pp | 1803.92%-1786.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $793 | $4,155-80.9% | $3,733-78.7% | $4,156-80.9% |
| Participant deferral / active EE | $1,503 | $6,844-78.0% | $6,293-76.1% | $6,407-76.5% |
| Admin fee / account holder | $1,923 | $10,397-81.5% | $9,717-80.2% | $12,270-84.3% |