Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,416 | $208,088-89.7% | $186,193-88.5% | $154,746-86.2% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.1%-31.7pp | 80.7%-35.2pp |
| Annual return | 16.39% | 89.97%-73.6pp | 78.03%-61.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,047 | $4,340-75.9% | $3,918-73.3% | $4,379-76.1% |
| Participant deferral / active EE | $2,597 | $7,078-63.3% | $6,513-60.1% | $6,730-61.4% |
| Admin fee / account holder | $575 | $11,698-95.1% | $11,058-94.8% | $14,365-96.0% |