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 | $25,044 | $72,071-65.3% | $68,368-63.4% | $137,256-81.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.17% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $795 | $2,788-71.5% | $2,649-70.0% | $4,156-80.9% |
| Participant deferral / active EE | $1,249 | $4,410-71.7% | $4,123-69.7% | $6,407-80.5% |
| Admin fee / account holder | $6,737 | $5,336+26.3% | $5,150+30.8% | $12,270-45.1% |