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 | $24,593 | $55,902-56.0% | $76,030-67.7% | $80,959-69.6% |
| Participation rate | 44.4% | 62.1%-17.6pp | 69.1%-24.6pp | 67.7%-23.2pp |
| Annual return | 17.15% | 20.59%-3.4pp | 361.54%-344.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,218 | $1,867-34.8% | $2,688-54.7% | $2,757-55.8% |
| Participant deferral / active EE | $2,771 | $3,051-9.2% | $4,257-34.9% | $4,300-35.6% |
| Admin fee / account holder | $10,952 | $5,239+109.0% | $6,421+70.6% | $6,925+58.1% |