Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,987 | $99,053-77.8% | $88,179-75.1% | $138,895-84.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 21.81% | 78.17%-56.4pp | 64.97%-43.2pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,839 | $2,882-36.2% | $2,549-27.8% | $4,194-56.1% |
| Participant deferral / active EE | $2,500 | $5,225-52.2% | $4,614-45.8% | $6,396-60.9% |
| Admin fee / account holder | $796 | $8,748-90.9% | $7,673-89.6% | $12,562-93.7% |