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 | $27,013 | $111,787-75.8% | $93,681-71.2% | $145,978-81.5% |
| Participation rate | 43.5% | 74.2%-30.8pp | 68.7%-25.2pp | 80.3%-36.8pp |
| Annual return | 13.20% | 203.52%-190.3pp | 133.47%-120.3pp | 550.52%-537.3pp |
| Employer contribution / active EE | $879 | $3,093-71.6% | $2,422-63.7% | $4,662-81.1% |
| Participant deferral / active EE | $3,465 | $4,918-29.5% | $4,415-21.5% | $6,690-48.2% |
| Admin fee / account holder | $1,209 | $10,256-88.2% | $8,290-85.4% | $13,400-91.0% |