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 | $50,478 | $149,040-66.1% | $120,225-58.0% | $137,256-63.2% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 19.13% | 605.68%-586.6pp | 439.23%-420.1pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,093 | $4,350-74.9% | $3,475-68.5% | $4,156-73.7% |
| Participant deferral / active EE | $3,827 | $4,655-17.8% | $3,999-4.3% | $6,407-40.3% |
| Admin fee / account holder | $1,050 | $6,348-83.5% | $5,696-81.6% | $12,270-91.4% |