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 | $20,142 | $124,314-83.8% | $109,163-81.5% | $167,518-88.0% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 17.61% | 26.04%-8.4pp | 25.75%-8.1pp | 478.71%-461.1pp |
| Employer contribution / active EE | $1,154 | $4,209-72.6% | $3,723-69.0% | $4,838-76.1% |
| Participant deferral / active EE | $1,754 | $5,256-66.6% | $4,654-62.3% | $6,342-72.3% |
| Admin fee / account holder | $831 | $7,973-89.6% | $6,754-87.7% | $12,312-93.3% |