Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,390 | $100,073-71.6% | $85,126-66.6% | $145,877-80.5% |
| Participation rate | 52.9% | 74.1%-21.2pp | 67.5%-14.6pp | 80.3%-27.4pp |
| Annual return | 12.28% | 84.11%-71.8pp | 66.63%-54.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $546 | $3,236-83.1% | $2,731-80.0% | $4,663-88.3% |
| Participant deferral / active EE | $4,086 | $5,294-22.8% | $4,523-9.7% | $6,691-38.9% |
| Admin fee / account holder | $8,883 | $7,261+22.3% | $6,160+44.2% | $13,402-33.7% |