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 | $24,414 | $60,393-59.6% | $81,820-70.2% | $74,429-67.2% |
| Participation rate | 36.7% | 62.9%-26.2pp | 72.4%-35.7pp | 67.2%-30.5pp |
| Annual return | 20.41% | 16.89%+3.5pp | 777.93%-757.5pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $913 | $2,626-65.2% | $2,915-68.7% | $2,625-65.2% |
| Participant deferral / active EE | $1,349 | $3,397-60.3% | $4,323-68.8% | $4,348-69.0% |
| Admin fee / account holder | $3,335 | $1,491+123.7% | $7,391-54.9% | $1,944+71.5% |