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 | $13,508 | $109,908-87.7% | $97,161-86.1% | $145,978-90.7% |
| Participation rate | 53.3% | 75.9%-22.6pp | 72.7%-19.4pp | 80.3%-27.0pp |
| Annual return | 25.88% | 243.80%-217.9pp | 75.36%-49.5pp | 550.52%-524.6pp |
| Employer contribution / active EE | $1,260 | $3,077-59.0% | $2,723-53.7% | $4,662-73.0% |
| Participant deferral / active EE | $3,773 | $4,679-19.4% | $4,265-11.5% | $6,690-43.6% |
| Admin fee / account holder | $470 | $6,213-92.4% | $5,647-91.7% | $13,400-96.5% |