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 | $61,416 | $125,184-50.9% | $105,607-41.8% | $145,884-57.9% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 8.93% | 225.00%-216.1pp | 116.11%-107.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,859 | $3,720-50.0% | $3,167-41.3% | $4,662-60.1% |
| Participant deferral / active EE | $5,048 | $5,714-11.6% | $5,011+0.7% | $6,690-24.5% |
| Admin fee / account holder | $5,820 | $17,133-66.0% | $10,958-46.9% | $13,392-56.5% |