Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,571 | $132,634-52.8% | $115,768-46.0% | $137,256-54.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.4%-11.9pp | 80.0%-17.5pp |
| Annual return | 71.14% | 160.70%-89.6pp | 100.46%-29.3pp | 220.34%-149.2pp |
| Employer contribution / active EE | $1,149 | $3,360-65.8% | $2,940-60.9% | $4,156-72.4% |
| Participant deferral / active EE | $1,612 | $5,619-71.3% | $4,917-67.2% | $6,407-74.8% |
| Admin fee / account holder | $355 | $15,028-97.6% | $12,439-97.1% | $12,270-97.1% |