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 | $16,816 | $80,812-79.2% | $160,784-89.5% | $82,448-79.6% |
| Participation rate | 52.0% | 66.2%-14.2pp | 77.0%-25.0pp | 68.1%-16.1pp |
| Annual return | 19.89% | 100.59%-80.7pp | 1803.92%-1784.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,472 | $2,174-32.3% | $3,733-60.6% | $2,551-42.3% |
| Participant deferral / active EE | $3,272 | $4,335-24.5% | $6,293-48.0% | $4,139-20.9% |
| Admin fee / account holder | $1,566 | $7,695-79.7% | $9,717-83.9% | $7,234-78.4% |