Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,079 | $100,911-79.1% | $90,440-76.7% | $158,966-86.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 24.01% | 1726.62%-1702.6pp | 1294.38%-1270.4pp | 302.95%-278.9pp |
| Employer contribution / active EE | $3,235 | $3,690-12.3% | $3,263-0.9% | $4,762-32.1% |
| Participant deferral / active EE | $6,899 | $4,348+58.6% | $3,964+74.1% | $5,983+15.3% |
| Admin fee / account holder | $819 | $6,507-87.4% | $5,615-85.4% | $11,250-92.7% |