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 | $56,529 | $102,429-44.8% | $147,096-61.6% | $80,925-30.1% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 17.61% | 135.02%-117.4pp | 419.75%-402.1pp | 35.65%-18.0pp |
| Employer contribution / active EE | $1,900 | $3,716-48.9% | $4,936-61.5% | $2,756-31.1% |
| Participant deferral / active EE | $5,396 | $6,649-18.8% | $8,071-33.1% | $4,299+25.5% |
| Admin fee / account holder | $619 | $7,957-92.2% | $13,005-95.2% | $6,940-91.1% |