Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,974 | $111,830-79.5% | $93,696-75.5% | $145,884-84.3% |
| Participation rate | 69.6% | 74.2%-4.7pp | 68.7%+0.8pp | 80.3%-10.7pp |
| Annual return | 13.22% | 204.08%-190.9pp | 133.74%-120.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,443 | $3,093-53.3% | $2,422-40.4% | $4,662-69.0% |
| Participant deferral / active EE | $3,164 | $4,920-35.7% | $4,417-28.4% | $6,690-52.7% |
| Admin fee / account holder | $1,163 | $10,249-88.7% | $8,287-86.0% | $13,392-91.3% |