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 | $63,889 | $166,131-61.5% | $164,975-61.3% | $145,877-56.2% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 16.99% | 100.37%-83.4pp | 70.12%-53.1pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,907 | $5,276-63.8% | $4,343-56.1% | $4,663-59.1% |
| Participant deferral / active EE | $5,797 | $6,962-16.7% | $6,033-3.9% | $6,691-13.3% |
| Admin fee / account holder | $4,251 | $16,648-74.5% | $12,688-66.5% | $13,402-68.3% |