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 | $160,040-87.6% | $147,096-86.5% | $145,877-86.4% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 19.26% | 98.49%-79.2pp | 419.75%-400.5pp | 551.28%-532.0pp |
| Employer contribution / active EE | $2,534 | $5,289-52.1% | $4,936-48.7% | $4,663-45.7% |
| Participant deferral / active EE | $5,311 | $8,429-37.0% | $8,071-34.2% | $6,691-20.6% |
| Admin fee / account holder | $1,017 | $15,050-93.2% | $13,005-92.2% | $13,402-92.4% |