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 | $40,209 | $102,382-60.7% | $147,005-72.6% | $80,874-50.3% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 18.43% | 134.89%-116.5pp | 418.76%-400.3pp | 35.62%-17.2pp |
| Employer contribution / active EE | $2,169 | $3,715-41.6% | $4,934-56.1% | $2,756-21.3% |
| Participant deferral / active EE | $8,376 | $6,646+26.0% | $8,070+3.8% | $4,297+94.9% |
| Admin fee / account holder | $2,491 | $7,942-68.6% | $13,006-80.9% | $6,935-64.1% |