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 | $18,204 | $100,203-81.8% | $85,240-78.6% | $145,897-87.5% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.2pp | 80.3%-43.9pp |
| Annual return | 13.66% | 84.28%-70.6pp | 66.75%-53.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,317 | $3,242-59.4% | $2,735-51.9% | $4,663-71.8% |
| Participant deferral / active EE | $3,778 | $5,299-28.7% | $4,527-16.6% | $6,689-43.5% |
| Admin fee / account holder | $718 | $7,265-90.1% | $6,165-88.4% | $13,390-94.6% |