Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,539 | $208,088-81.5% | $186,193-79.3% | $154,746-75.1% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 20.38% | 89.97%-69.6pp | 78.03%-57.6pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,108 | $4,340-74.5% | $3,918-71.7% | $4,379-74.7% |
| Participant deferral / active EE | $3,388 | $7,078-52.1% | $6,513-48.0% | $6,730-49.7% |
| Admin fee / account holder | $460 | $11,698-96.1% | $11,058-95.8% | $14,365-96.8% |