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 | $150,346-79.5% | $120,524-74.5% | $145,877-78.9% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 11.03% | 154.40%-143.4pp | 107.36%-96.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,829 | $4,353-58.0% | $3,469-47.3% | $4,663-60.8% |
| Participant deferral / active EE | $4,199 | $6,172-32.0% | $4,994-15.9% | $6,691-37.2% |
| Admin fee / account holder | $389 | $12,215-96.8% | $9,440-95.9% | $13,402-97.1% |