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 | $45,303 | $166,131-72.7% | $164,975-72.5% | $145,877-68.9% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-27.0pp |
| Annual return | 81.89% | 100.37%-18.5pp | 70.12%+11.8pp | 551.28%-469.4pp |
| Employer contribution / active EE | $1,595 | $5,276-69.8% | $4,343-63.3% | $4,663-65.8% |
| Participant deferral / active EE | $2,467 | $6,962-64.6% | $6,033-59.1% | $6,691-63.1% |
| Admin fee / account holder | $523 | $16,648-96.9% | $12,688-95.9% | $13,402-96.1% |