Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,136 | $65,434-55.5% | $98,483-70.4% | $85,847-66.1% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.3%-44.3pp |
| Annual return | 21.03% | 21.75%-0.7pp | 1494.38%-1473.4pp | 318.61%-297.6pp |
| Employer contribution / active EE | $605 | $2,169-72.1% | $2,961-79.6% | $2,565-76.4% |
| Participant deferral / active EE | $1,135 | $3,168-64.2% | $4,276-73.5% | $3,952-71.3% |
| Admin fee / account holder | $2,200 | $4,595-52.1% | $5,953-63.0% | $6,261-64.9% |