Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,911 | $154,754-67.1% | $124,206-59.0% | $138,895-63.3% |
| Participation rate | 38.5% | 75.5%-37.0pp | 69.6%-31.1pp | 79.9%-41.5pp |
| Annual return | 17.84% | 709.28%-691.4pp | 515.27%-497.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,103 | $4,446-75.2% | $3,540-68.8% | $4,194-73.7% |
| Participant deferral / active EE | $3,385 | $4,621-26.7% | $3,968-14.7% | $6,396-47.1% |
| Admin fee / account holder | $853 | $6,690-87.2% | $5,929-85.6% | $12,562-93.2% |