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 | $27,338 | $109,908-75.1% | $97,161-71.9% | $145,978-81.3% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 20.40% | 243.80%-223.4pp | 75.36%-55.0pp | 550.52%-530.1pp |
| Employer contribution / active EE | $2,158 | $3,077-29.9% | $2,723-20.8% | $4,662-53.7% |
| Participant deferral / active EE | $9,434 | $4,679+101.6% | $4,265+121.2% | $6,690+41.0% |
| Admin fee / account holder | $1,849 | $6,213-70.2% | $5,647-67.3% | $13,400-86.2% |