Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,498 | $166,242-84.1% | $165,071-83.9% | $145,884-81.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.15% | 100.44%-88.3pp | 70.17%-58.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,445 | $5,283-72.6% | $4,347-66.8% | $4,662-69.0% |
| Participant deferral / active EE | $3,214 | $6,964-53.8% | $6,035-46.7% | $6,690-52.0% |
| Admin fee / account holder | $2,869 | $16,658-82.8% | $12,695-77.4% | $13,392-78.6% |