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 | $19,790 | $160,028-87.6% | $147,080-86.5% | $145,884-86.4% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 19.26% | 98.60%-79.3pp | 420.17%-400.9pp | 551.85%-532.6pp |
| Employer contribution / active EE | $2,534 | $5,286-52.1% | $4,933-48.6% | $4,662-45.7% |
| Participant deferral / active EE | $5,311 | $8,422-36.9% | $8,066-34.2% | $6,690-20.6% |
| Admin fee / account holder | $1,017 | $15,030-93.2% | $12,989-92.2% | $13,392-92.4% |