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 | $108,511 | $110,410-1.7% | $102,437+5.9% | $145,897-25.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 14.78% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,500 | $4,217-64.4% | $3,871-61.2% | $4,663-67.8% |
| Participant deferral / active EE | $2,986 | $5,622-46.9% | $5,060-41.0% | $6,689-55.4% |
| Admin fee / account holder | $430 | $9,745-95.6% | $8,388-94.9% | $13,390-96.8% |