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 | $21,195 | $125,184-83.1% | $105,607-79.9% | $145,884-85.5% |
| Participation rate | 17.4% | 77.6%-60.3pp | 75.3%-57.9pp | 80.3%-62.9pp |
| Annual return | 39.04% | 225.00%-186.0pp | 116.11%-77.1pp | 551.85%-512.8pp |
| Employer contribution / active EE | $1,952 | $3,720-47.5% | $3,167-38.4% | $4,662-58.1% |
| Participant deferral / active EE | $2,108 | $5,714-63.1% | $5,011-57.9% | $6,690-68.5% |
| Admin fee / account holder | $1,448 | $17,133-91.6% | $10,958-86.8% | $13,392-89.2% |