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 | $25,181 | $117,846-78.6% | $102,434-75.4% | $145,884-82.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.13% | 31.90%-18.8pp | 29.46%-16.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,846 | $3,615-48.9% | $3,023-38.9% | $4,662-60.4% |
| Participant deferral / active EE | $2,651 | $5,733-53.8% | $5,055-47.6% | $6,690-60.4% |
| Admin fee / account holder | $2,621 | $13,356-80.4% | $9,462-72.3% | $13,392-80.4% |