Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $80,405 | $88,778-9.4% | $81,844-1.8% | $145,884-44.9% |
| Participation rate | 23.1% | 75.1%-52.0pp | 72.4%-49.3pp | 80.3%-57.2pp |
| Annual return | 11.03% | 1033.03%-1022.0pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $389 | $3,087-87.4% | $2,916-86.7% | $4,662-91.7% |
| Participant deferral / active EE | $876 | $4,648-81.2% | $4,323-79.7% | $6,690-86.9% |
| Admin fee / account holder | $1,717 | $8,430-79.6% | $7,355-76.7% | $13,392-87.2% |