Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,243 | $107,944-63.6% | $91,994-57.3% | $152,885-74.3% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.5%-27.9pp |
| Annual return | 22.55% | 89.26%-66.7pp | 69.03%-46.5pp | 345.39%-322.8pp |
| Employer contribution / active EE | $2,168 | $4,210-48.5% | $3,452-37.2% | $4,763-54.5% |
| Participant deferral / active EE | $3,445 | $6,365-45.9% | $5,923-41.8% | $5,851-41.1% |
| Admin fee / account holder | $560 | $10,521-94.7% | $7,743-92.8% | $11,598-95.2% |