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 | $22,147 | $175,231-87.4% | $149,696-85.2% | $139,466-84.1% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 18.18% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,015 | $5,478-63.2% | $4,821-58.2% | $4,754-57.6% |
| Participant deferral / active EE | $7,300 | $6,521+11.9% | $5,682+28.5% | $6,712+8.8% |
| Admin fee / account holder | $2,156 | $16,155-86.7% | $13,212-83.7% | $11,409-81.1% |