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 | $17,410 | $225,673-92.3% | $203,872-91.5% | $155,188-88.8% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 19.77% | 95.91%-76.1pp | 85.11%-65.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $1,123 | $4,099-72.6% | $3,757-70.1% | $4,248-73.6% |
| Participant deferral / active EE | $2,536 | $6,893-63.2% | $6,388-60.3% | $6,531-61.2% |
| Admin fee / account holder | $357 | $12,327-97.1% | $11,730-97.0% | $14,480-97.5% |