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 | $29,520 | $160,070-81.6% | $147,117-79.9% | $145,897-79.8% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 13.43% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,344 | $5,285-55.6% | $4,932-52.5% | $4,663-49.7% |
| Participant deferral / active EE | $4,575 | $8,419-45.7% | $8,065-43.3% | $6,689-31.6% |
| Admin fee / account holder | $3,853 | $15,035-74.4% | $12,993-70.3% | $13,390-71.2% |