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 | $23,960 | $60,128-60.2% | $90,440-73.5% | $79,852-70.0% |
| Participation rate | 39.7% | 65.0%-25.3pp | 72.7%-33.0pp | 69.6%-30.0pp |
| Annual return | 17.83% | 71.95%-54.1pp | 1294.38%-1276.6pp | 31.72%-13.9pp |
| Employer contribution / active EE | $492 | $2,068-76.2% | $3,263-84.9% | $2,471-80.1% |
| Participant deferral / active EE | $2,403 | $2,939-18.2% | $3,964-39.4% | $3,740-35.7% |
| Admin fee / account holder | $4,798 | $3,977+20.6% | $5,615-14.6% | $5,306-9.6% |