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 | $15,645 | $100,203-84.4% | $85,240-81.6% | $145,897-89.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 10.80% | 84.28%-73.5pp | 66.75%-56.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,356 | $3,242-58.2% | $2,735-50.4% | $4,663-70.9% |
| Participant deferral / active EE | $3,398 | $5,299-35.9% | $4,527-24.9% | $6,689-49.2% |
| Admin fee / account holder | $2,068 | $7,265-71.5% | $6,165-66.5% | $13,390-84.6% |