Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,371 | $166,268-76.3% | $165,100-76.2% | $145,897-73.0% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 16.87% | 100.52%-83.6pp | 70.21%-53.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,426 | $5,284-73.0% | $4,348-67.2% | $4,663-69.4% |
| Participant deferral / active EE | $3,321 | $6,964-52.3% | $6,035-45.0% | $6,689-50.4% |
| Admin fee / account holder | $600 | $16,659-96.4% | $12,696-95.3% | $13,390-95.5% |