Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,272 | $108,882-51.1% | $96,754-44.9% | $154,746-65.6% |
| Participation rate | 69.2% | 75.1%-5.9pp | 70.3%-1.0pp | 80.7%-11.5pp |
| Annual return | 16.18% | 98.39%-82.2pp | 82.04%-65.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,822 | $3,018-39.6% | $2,679-32.0% | $4,379-58.4% |
| Participant deferral / active EE | $3,552 | $5,323-33.3% | $4,758-25.3% | $6,730-47.2% |
| Admin fee / account holder | $423 | $10,200-95.9% | $8,905-95.3% | $14,365-97.1% |