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 | $20,611 | $148,629-86.1% | $135,982-84.8% | $139,487-85.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 52.96% | 79.33%-26.4pp | 68.32%-15.4pp | 373.84%-320.9pp |
| Employer contribution / active EE | $2,667 | $5,247-49.2% | $4,859-45.1% | $4,755-43.9% |
| Participant deferral / active EE | $4,814 | $8,102-40.6% | $7,760-38.0% | $6,713-28.3% |
| Admin fee / account holder | $877 | $12,406-92.9% | $10,767-91.9% | $11,407-92.3% |