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 | $20,980 | $160,070-86.9% | $147,117-85.7% | $145,897-85.6% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 17.19% | 98.69%-81.5pp | 420.54%-403.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,697 | $5,285-67.9% | $4,932-65.6% | $4,663-63.6% |
| Participant deferral / active EE | $5,582 | $8,419-33.7% | $8,065-30.8% | $6,689-16.5% |
| Admin fee / account holder | $725 | $15,035-95.2% | $12,993-94.4% | $13,390-94.6% |