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 | $26,340 | $160,028-83.5% | $147,080-82.1% | $145,884-81.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.56% | 98.60%-82.0pp | 420.17%-403.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,579 | $5,286-70.1% | $4,933-68.0% | $4,662-66.1% |
| Participant deferral / active EE | $3,991 | $8,422-52.6% | $8,066-50.5% | $6,690-40.3% |
| Admin fee / account holder | $419 | $15,030-97.2% | $12,989-96.8% | $13,392-96.9% |