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 | $88,797 | $110,039-19.3% | $97,260-8.7% | $145,884-39.1% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.4pp | 80.3%-58.1pp |
| Annual return | 30.16% | 244.44%-214.3pp | 75.54%-45.4pp | 551.85%-521.7pp |
| Employer contribution / active EE | $537 | $3,074-82.5% | $2,721-80.3% | $4,662-88.5% |
| Participant deferral / active EE | $5,000 | $4,674+7.0% | $4,262+17.3% | $6,690-25.3% |
| Admin fee / account holder | $704 | $6,204-88.7% | $5,640-87.5% | $13,392-94.7% |