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 | $30,600 | $160,040-80.9% | $147,096-79.2% | $145,877-79.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 17.60% | 98.49%-80.9pp | 419.75%-402.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $1,197 | $5,289-77.4% | $4,936-75.8% | $4,663-74.3% |
| Participant deferral / active EE | $3,857 | $8,429-54.2% | $8,071-52.2% | $6,691-42.4% |
| Admin fee / account holder | $1,465 | $15,050-90.3% | $13,005-88.7% | $13,402-89.1% |