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 | $25,957 | $183,539-85.9% | $155,556-83.3% | $145,897-82.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.88% | 61.31%-49.4pp | 64.84%-53.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,720 | $5,315-67.6% | $4,675-63.2% | $4,663-63.1% |
| Participant deferral / active EE | $4,288 | $6,467-33.7% | $5,631-23.9% | $6,689-35.9% |
| Admin fee / account holder | $3,401 | $19,275-82.4% | $15,885-78.6% | $13,390-74.6% |