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 | $24,473 | $110,093-77.8% | $97,295-74.8% | $145,897-83.2% |
| Participation rate | 53.8% | 75.9%-22.1pp | 72.7%-18.8pp | 80.3%-26.5pp |
| Annual return | 15.01% | 244.76%-229.7pp | 75.62%-60.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $772 | $3,077-74.9% | $2,723-71.6% | $4,663-83.4% |
| Participant deferral / active EE | $3,899 | $4,678-16.6% | $4,264-8.5% | $6,689-41.7% |
| Admin fee / account holder | $1,229 | $6,212-80.2% | $5,646-78.2% | $13,390-90.8% |