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 | $38,133 | $183,592-79.2% | $155,574-75.5% | $145,877-73.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 16.71% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,035 | $5,317-61.7% | $4,676-56.5% | $4,663-56.4% |
| Participant deferral / active EE | $5,617 | $6,466-13.1% | $5,629-0.2% | $6,691-16.0% |
| Admin fee / account holder | $462 | $19,316-97.6% | $15,914-97.1% | $13,402-96.6% |