Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,637 | $109,372-82.0% | $89,414-78.0% | $158,966-87.6% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.0%-37.2pp | 82.0%-51.2pp |
| Annual return | 21.90% | 345.55%-323.7pp | 245.50%-223.6pp | 302.95%-281.0pp |
| Employer contribution / active EE | $950 | $3,171-70.0% | $2,586-63.3% | $4,762-80.1% |
| Participant deferral / active EE | $1,616 | $4,598-64.9% | $3,890-58.5% | $5,983-73.0% |
| Admin fee / account holder | $1,734 | $6,156-71.8% | $4,883-64.5% | $11,250-84.6% |