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 | $22,032 | $159,978-86.2% | $147,041-85.0% | $145,978-84.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.66% | 98.36%-86.7pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,515 | $5,288-52.4% | $4,935-49.0% | $4,662-46.1% |
| Participant deferral / active EE | $3,931 | $8,429-53.4% | $8,071-51.3% | $6,690-41.2% |
| Admin fee / account holder | $5,554 | $15,053-63.1% | $13,006-57.3% | $13,400-58.6% |