Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,121 | $110,039-61.7% | $97,260-56.7% | $145,884-71.1% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 10.72% | 244.44%-233.7pp | 75.54%-64.8pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,054 | $3,074-65.7% | $2,721-61.3% | $4,662-77.4% |
| Participant deferral / active EE | $5,244 | $4,674+12.2% | $4,262+23.1% | $6,690-21.6% |
| Admin fee / account holder | $3,370 | $6,204-45.7% | $5,640-40.2% | $13,392-74.8% |