Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,598 | $102,429-75.0% | $147,096-82.6% | $80,925-68.4% |
| Participation rate | 60.6% | 75.9%-15.3pp | 82.2%-21.6pp | 67.7%-7.1pp |
| Annual return | 17.11% | 135.02%-117.9pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $2,904 | $3,716-21.8% | $4,936-41.2% | $2,756+5.4% |
| Participant deferral / active EE | $3,066 | $6,649-53.9% | $8,071-62.0% | $4,299-28.7% |
| Admin fee / account holder | $1,289 | $7,957-83.8% | $13,005-90.1% | $6,940-81.4% |