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 | $39,287 | $208,088-81.1% | $186,193-78.9% | $154,746-74.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 20.54% | 89.97%-69.4pp | 78.03%-57.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,033 | $4,340-53.1% | $3,918-48.1% | $4,379-53.6% |
| Participant deferral / active EE | $4,317 | $7,078-39.0% | $6,513-33.7% | $6,730-35.9% |
| Admin fee / account holder | $817 | $11,698-93.0% | $11,058-92.6% | $14,365-94.3% |