Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,643 | $110,039-53.1% | $97,260-46.9% | $145,884-64.6% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.3pp | 80.3%-22.0pp |
| Annual return | 28.42% | 244.44%-216.0pp | 75.54%-47.1pp | 551.85%-523.4pp |
| Employer contribution / active EE | $1,541 | $3,074-49.9% | $2,721-43.4% | $4,662-66.9% |
| Participant deferral / active EE | $1,974 | $4,674-57.8% | $4,262-53.7% | $6,690-70.5% |
| Admin fee / account holder | $6,946 | $6,204+12.0% | $5,640+23.2% | $13,392-48.1% |