Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,203 | $103,008-85.2% | $90,304-83.2% | $152,897-90.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 75.87% | 95.22%-19.4pp | 78.13%-2.3pp | 345.43%-269.6pp |
| Employer contribution / active EE | $2,096 | $3,139-33.2% | $2,855-26.6% | $4,764-56.0% |
| Participant deferral / active EE | $2,455 | $4,281-42.7% | $3,885-36.8% | $5,851-58.0% |
| Admin fee / account holder | $2,080 | $6,175-66.3% | $5,354-61.2% | $11,599-82.1% |