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 | $55,182 | $208,088-73.5% | $186,193-70.4% | $154,746-64.3% |
| Participation rate | 61.5% | 80.0%-18.5pp | 77.1%-15.6pp | 80.7%-19.2pp |
| Annual return | 20.63% | 89.97%-69.3pp | 78.03%-57.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,050 | $4,340-52.8% | $3,918-47.7% | $4,379-53.2% |
| Participant deferral / active EE | $4,263 | $7,078-39.8% | $6,513-34.5% | $6,730-36.7% |
| Admin fee / account holder | $2,095 | $11,698-82.1% | $11,058-81.1% | $14,365-85.4% |