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 | $24,650 | $165,399-85.1% | $149,745-83.5% | $158,982-84.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.46% | 348.34%-324.9pp | 276.72%-253.3pp | 302.99%-279.5pp |
| Employer contribution / active EE | $2,551 | $5,105-50.0% | $4,646-45.1% | $4,763-46.4% |
| Participant deferral / active EE | $4,399 | $7,183-38.8% | $6,843-35.7% | $5,983-26.5% |
| Admin fee / account holder | $795 | $10,811-92.6% | $9,312-91.5% | $11,252-92.9% |