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 | $24,836 | $111,878-77.8% | $93,727-73.5% | $145,897-83.0% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 15.93% | 204.28%-188.3pp | 133.83%-117.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $834 | $3,092-73.0% | $2,421-65.6% | $4,663-82.1% |
| Participant deferral / active EE | $1,361 | $4,920-72.3% | $4,417-69.2% | $6,689-79.7% |
| Admin fee / account holder | $7,699 | $10,256-24.9% | $8,292-7.1% | $13,390-42.5% |