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 | $30,759 | $150,412-79.6% | $120,574-74.5% | $145,884-78.9% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 11.03% | 154.50%-143.5pp | 107.42%-96.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,829 | $4,355-58.0% | $3,471-47.3% | $4,662-60.8% |
| Participant deferral / active EE | $4,199 | $6,175-32.0% | $4,996-16.0% | $6,690-37.2% |
| Admin fee / account holder | $389 | $12,224-96.8% | $9,445-95.9% | $13,392-97.1% |