Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,416 | $166,131-76.3% | $164,975-76.1% | $145,877-73.0% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 50.73% | 100.37%-49.6pp | 70.12%-19.4pp | 551.28%-500.6pp |
| Employer contribution / active EE | $1,281 | $5,276-75.7% | $4,343-70.5% | $4,663-72.5% |
| Participant deferral / active EE | $2,346 | $6,962-66.3% | $6,033-61.1% | $6,691-64.9% |
| Admin fee / account holder | $4,459 | $16,648-73.2% | $12,688-64.9% | $13,402-66.7% |