Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,464 | $183,516-89.9% | $155,534-88.1% | $145,884-87.3% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 17.74% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,354 | $5,315-74.5% | $4,675-71.0% | $4,662-71.0% |
| Participant deferral / active EE | $1,941 | $6,467-70.0% | $5,630-65.5% | $6,690-71.0% |
| Admin fee / account holder | $880 | $19,293-95.4% | $15,900-94.5% | $13,392-93.4% |