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 | $20,819 | $100,139-79.2% | $85,187-75.6% | $145,884-85.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.39% | 84.15%-70.8pp | 66.67%-53.3pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,184 | $3,238-32.5% | $2,732-20.1% | $4,662-53.2% |
| Participant deferral / active EE | $3,929 | $5,296-25.8% | $4,525-13.2% | $6,690-41.3% |
| Admin fee / account holder | $656 | $7,262-91.0% | $6,162-89.4% | $13,392-95.1% |