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 | $27,036 | $59,402-54.5% | $93,654-71.1% | $74,546-63.7% |
| Participation rate | 51.1% | 59.7%-8.6pp | 68.7%-17.7pp | 67.2%-16.1pp |
| Annual return | 13.36% | 81.86%-68.5pp | 133.34%-120.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,613 | $1,265+27.5% | $2,421-33.4% | $2,624-38.6% |
| Participant deferral / active EE | $2,420 | $3,049-20.6% | $4,413-45.2% | $4,347-44.3% |
| Admin fee / account holder | $1,271 | $3,023-58.0% | $8,282-84.7% | $1,944-34.6% |