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 | $36,628 | $148,623-75.4% | $135,974-73.1% | $139,466-73.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 51.30% | 79.30%-28.0pp | 68.30%-17.0pp | 373.66%-322.4pp |
| Employer contribution / active EE | $3,179 | $5,246-39.4% | $4,859-34.6% | $4,754-33.1% |
| Participant deferral / active EE | $4,693 | $8,103-42.1% | $7,760-39.5% | $6,712-30.1% |
| Admin fee / account holder | $729 | $12,406-94.1% | $10,767-93.2% | $11,409-93.6% |